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Ahrens Investment Partners’s Wells Fargo WFC Stock Holding History

Ahrens Investment Partners’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
Q1 		$14K Buy
+374
New +$16.3K 0.01% 544
2022
Q3 		– Sell
-370
Closed -$15K – 918
2022
Q2 		$15K Buy
370
+1
+0.3% +$44 0.01% 567
2022
Q1 		$18K Sell
369
-138
-27% -$7.39K 0.01% 606
2021
Q4 		$24K Buy
+507
New +$25K 0.01% 544

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ahrens Investment Partners's WFC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Wells Fargo (WFC) in Q1 2023: 374 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WFC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WFC in Q4 2021 and has held it in 4 quarters since. The position peaked at $24K in Q4 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

  • Ahrens Investment Partners held 374 shares of Wells Fargo worth $14K as of Q1 2023.
  • Wells Fargo was a new Ahrens Investment Partners position in Q1 2023.
  • Wells Fargo made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #544 holding.
  • Ahrens Investment Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Wells Fargo position peaked at $24K in Q4 2021.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.