Anson Funds Management’s Wells Fargo WFC Stock Holding History

Anson Funds 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
2023 Q4	–	Sell	-5,029	Closed	-$205K	–	200
2023 Q3	$205K	Sell	5,029 -44,971	-90%	-$1.94M	0.04%	118
2023 Q2	$2.13M	Hold	50,000	–	–	0.35%	56
2023 Q1	$1.87M	Buy	50,000 +10,000	+25%	+$436K	0.31%	70
2022 Q4	$1.65M	Buy	40,000 +20,000	+100%	+$885K	0.27%	73
2022 Q3	$804K	Sell	20,000 -20,000	-50%	-$859K	0.1%	168
2022 Q2	$1.57M	Sell	40,000 -20,000	-33%	-$878K	0.15%	113
2022 Q1	$2.91M	Buy	60,000 +20,000	+50%	+$1.07M	0.23%	84
2021 Q4	$1.92M	Buy	+40,000	New	+$1.97M	0.19%	110
2021 Q1	–	Sell	-50,000	Closed	-$1.51M	–	310
2020 Q4	$1.51M	Buy	+50,000	New	+$1.29M	0.3%	75
2020 Q1	–	Sell	-14,000	Closed	-$753K	–	108
2019 Q4	$753K	Buy	+14,000	New	+$733K	0.87%	24

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Anson Funds Management's WFC Position: Q4 2023 in Review

Anson Funds Management sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 5,029 shares — an estimated $205K sold.

Anson Funds Management first reported a position in WFC in Q4 2019 and held it in 10 quarters. The position peaked at $2.91M in Q1 2022. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Anson Funds Management reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Anson Funds Management sold 5,029 Wells Fargo shares in Q4 2023, an estimated $205K.
Anson Funds Management first reported a position in Wells Fargo in Q4 2019 and held it in 10 quarters.
Anson Funds Management's Wells Fargo position peaked at $2.91M in Q1 2022.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

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