Number of Shares
112,729.00
Current Holdings Value*
$14.70 Mil
% of Portfolio
1.54%
Total Estimate Gain
$560,263.13
% of Total Estimate Gain
3.35%

AMG River Road Small Cap Value Fund's WEX Inc Holding Summary

As of 2025-04-30, AMG Funds IV held 112,729.00 shares of WEX Inc(WEX), totaling $14.70 Mil. This investment constitutes 1.54% of their stock portfolio, and AMG Funds IV now holds 0.33% of the outstanding WEX Inc(WEX) stock.

The initial trade took place in 2025Q2. And since then AMG River Road Small Cap Value Fund has made 1 purchases of WEX, at an average price of $148.30, for a total of 112,729.00 shares. Based on historical transaction data and WEX's current price of $153.27, AMG River Road Small Cap Value Fund's estimated gain on his WEX holdings is $560,263.13, reflecting a 3.35% gain to date.

AMG River Road Small Cap Value Fund WEX ($153.27) Holding Chart

AMG River Road Small Cap Value Fund WEX ($153.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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