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AM Squared’s Wells Fargo WFC Stock Holding History

AM Squared’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
-500
Closed -$20.4K – 85
2023
Q3 		$20.4K Sell
500
-900
-64% -$38.9K 0.03% 70
2023
Q2 		$59.8K Sell
1,400
-2,700
-66% -$109K 0.07% 81
2023
Q1 		$153K Sell
4,100
-6,100
-60% -$266K 0.12% 88
2022
Q4 		$421K Buy
+10,200
New +$451K 0.28% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AM Squared's WFC Position: Q4 2023 in Review

AM Squared sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 500 shares — an estimated $20.4K sold.

AM Squared first reported a position in WFC in Q4 2022 and held it in 4 quarters. The position peaked at $421K in Q4 2022. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • AM Squared reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
  • AM Squared sold 500 Wells Fargo shares in Q4 2023, an estimated $20.4K.
  • AM Squared first reported a position in Wells Fargo in Q4 2022 and held it in 4 quarters.
  • AM Squared's Wells Fargo position peaked at $421K in Q4 2022.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on AM Squared's 13F filing for Q4 2023, filed 31 Jan 2024.