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Aaron Cowen’s Wells Fargo WFC Stock Holding History

Aaron Cowen’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-428,506
Closed -$17.5M – 98
2023
Q3 		$17.5M Buy
428,506
+5,000
+1% +$216K 0.95% 35
2023
Q2 		$18.1M Buy
423,506
+87,631
+26% +$3.53M 0.97% 38
2023
Q1 		$12.6M Buy
+335,875
New +$14.6M 0.53% 47

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aaron Cowen's WFC Position: Q4 2023 in Review

Aaron Cowen sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 428,506 shares — an estimated $17.5M sold.

Aaron Cowen first reported a position in WFC in Q1 2023 and held it in 3 quarters. The position peaked at $18.1M in Q2 2023. 2,152 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • Aaron Cowen reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
  • Aaron Cowen sold 428,506 Wells Fargo shares in Q4 2023, an estimated $17.5M.
  • Aaron Cowen first reported a position in Wells Fargo in Q1 2023 and held it in 3 quarters.
  • Aaron Cowen's Wells Fargo position peaked at $18.1M in Q2 2023.
  • 2,152 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Suvretta Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.