BARON SMALL CAP FUND WEX Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-17.91 Mil
% of Total Estimate Gain
-18.40%

BARON SMALL CAP FUND's WEX Inc Holding Summary

As of 2025-03-31, BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) held - shares of WEX Inc(WEX), totaling N/A. This investment constitutes 0% of their stock portfolio, and BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) now holds 0% of the outstanding WEX Inc(WEX) stock.

The initial trade took place in 2019Q3. And since then BARON SMALL CAP FUND has made 1 purchases of WEX, at an average price of $204.84, for a total of 475,300.00 shares. In addition, there have been 8 sales at an average price of $167.16 for 475,300.00 shares. Based on historical transaction data and WEX's current price of $153.14, BARON SMALL CAP FUND's estimated gain on his WEX holdings is $-17.91 Mil, reflecting a -18.40% gain to date.

BARON SMALL CAP FUND WEX ($153.14) Holding Chart

BARON SMALL CAP FUND WEX ($153.14) 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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