Alpha DNA Investment Management’s Wells Fargo WFC Stock Holding History

Alpha DNA Investment Management’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
2025 Q1	–	Sell	-75,109	Closed	-$5.28M	–	180
2024 Q4	$5.28M	Buy	75,109 +40,171	+115%	+$2.74M	2.01%	4
2024 Q3	$1.97M	Sell	34,938 -50,219	-59%	-$2.84M	0.74%	27
2024 Q2	$5.06M	Buy	85,157 +42,910	+102%	+$2.53M	1.96%	3
2024 Q1	$2.45M	Sell	42,247 -49,453	-54%	-$2.59M	0.9%	11
2023 Q4	$4.51M	Buy	91,700 +10,869	+13%	+$469K	1.76%	5
2023 Q3	$3.3M	Buy	80,831 +21,674	+37%	+$936K	1.35%	7
2023 Q2	$2.52M	Buy	59,157 +16,190	+38%	+$652K	0.84%	12
2023 Q1	$1.61M	Buy	42,967 +3,368	+9%	+$147K	0.47%	27
2022 Q4	$1.64M	Buy	39,599 +24,062	+155%	+$1.07M	0.58%	27
2022 Q3	$624K	Buy	+15,537	New	+$668K	0.52%	75
2022 Q2	–	Sell	-27,491	Closed	-$1.33M	–	177
2022 Q1	$1.33M	Buy	+27,491	New	+$1.47M	0.93%	32
2021 Q2	–	Sell	-1,954	Closed	-$75K	–	658
2021 Q1	$75K	Sell	1,954 -709	-27%	-$25.1K	0.09%	136
2020 Q4	$80K	Buy	+2,663	New	+$68.9K	0.09%	141

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alpha DNA Investment Management's WFC Position: Q1 2025 in Review

Alpha DNA Investment Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 75,109 shares — an estimated $5.28M sold.

Alpha DNA Investment Management first reported a position in WFC in Q4 2020 and held it in 13 quarters. The position peaked at $5.28M in Q4 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Alpha DNA Investment Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Alpha DNA Investment Management sold 75,109 Wells Fargo shares in Q1 2025, an estimated $5.28M.
Alpha DNA Investment Management first reported a position in Wells Fargo in Q4 2020 and held it in 13 quarters.
Alpha DNA Investment Management's Wells Fargo position peaked at $5.28M in Q4 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Alpha DNA Investment Management's 13F filing for Q1 2025, filed 19 May 2025.