Aperio Group’s Wells Fargo WFC Stock Holding History

Aperio Group’s Portfolio WFC Stock Details WFC Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$31.2M	Sell	1,033,246 -177,204	-15%	-$5.35M	0.09%	213
2020 Q3	$28.5M	Sell	1,210,450 -142,017	-11%	-$3.34M	0.1%	203
2020 Q2	$34.6M	Buy	1,352,467 +85,790	+7%	+$2.2M	0.13%	164
2020 Q1	$36.4M	Sell	1,266,677 -791,190	-38%	-$22.7M	0.16%	128
2019 Q4	$111M	Buy	2,057,867 +153,036	+8%	+$8.23M	0.4%	44
2019 Q3	$96.1M	Buy	1,904,831 +222,502	+13%	+$11.2M	0.38%	45
2019 Q2	$79.6M	Sell	1,682,329 -265,978	-14%	-$12.6M	0.33%	52
2019 Q1	$94.1M	Buy	1,948,307 +296,378	+18%	+$14.3M	0.41%	43
2018 Q4	$76.1M	Sell	1,651,929 -360,099	-18%	-$16.6M	0.38%	47
2018 Q3	$106M	Buy	2,012,028 +68,258	+4%	+$3.59M	0.47%	33
2018 Q2	$108M	Buy	1,943,770 +23,525	+1%	+$1.3M	0.52%	26
2018 Q1	$101M	Buy	1,920,245 +53,452	+3%	+$2.8M	0.5%	26
2017 Q4	$113M	Buy	1,866,793 +146,454	+9%	+$8.89M	0.58%	25
2017 Q3	$94.9M	Buy	1,720,339 +51,426	+3%	+$2.84M	0.54%	27
2017 Q2	$92.5M	Buy	1,668,913 +36,547	+2%	+$2.03M	0.57%	27
2017 Q1	$90.9M	Buy	1,632,366 +22,896	+1%	+$1.27M	0.62%	26
2016 Q4	$88.7M	Sell	1,609,470 -119,842	-7%	-$6.6M	0.68%	21
2016 Q3	$76.6M	Buy	1,729,312 +24,291	+1%	+$1.08M	0.55%	28
2016 Q2	$80.7M	Sell	1,705,021 -86,419	-5%	-$4.09M	0.63%	22
2016 Q1	$86.6M	Sell	1,791,440 -732	-0%	-$35.4K	0.74%	13
2015 Q4	$97.4M	Buy	1,792,172 +80,719	+5%	+$4.39M	0.89%	9
2015 Q3	$87.9M	Buy	1,711,453 +72,889	+4%	+$3.74M	0.89%	6
2015 Q2	$92.2M	Buy	1,638,564 +138,555	+9%	+$7.79M	0.95%	6
2015 Q1	$81.6M	Buy	1,500,009 +116,135	+8%	+$6.32M	0.91%	8
2014 Q4	$75.9M	Buy	1,383,874 +90,287	+7%	+$4.95M	0.94%	7
2014 Q3	$67.1M	Buy	1,293,587 +100,717	+8%	+$5.22M	0.91%	7
2014 Q2	$62.7M	Buy	1,192,870 +70,725	+6%	+$3.72M	0.91%	7
2014 Q1	$55.8M	Buy	+1,122,145	New	+$55.8M	0.78%	9
2013 Q4	–	Sell	-957,606	Closed	-$39.6M	–	11
2013 Q3	$39.6M	Buy	957,606 +130,975	+16%	+$5.41M	0.76%	11
2013 Q2	$34.1M	Buy	+826,631	New	+$34.1M	0.81%	11