AMG River Road Small Cap Value Fund WEX Holdings History
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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