Veritable, L.P.

SEC CIK: 0001300311
Latest filing: Nov 14, 2023

SEC filings (opens in a new tab)

WEX holding history

WEX Inc. in every 13F filed by Veritable, L.P., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEX overview All 13F holders of WEX Full Q3 2023 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of WEX by Veritable, L.P., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−1,950−100.0%	Sold out	Holders
Q3 2021	1,950	$343.0K	<0.1%	+1,950	New	Holders
Q2 2021	0	$0	0.0%	−963−100.0%	Sold out	Holders
Q1 2021	963	$201.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.