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Aperture Investors’s Wells Fargo WFC Stock Holding History

Aperture Investors’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
2022
Q3 		– Sell
-14,100
Closed -$552K – 101
2022
Q2 		$552K Buy
+14,100
New +$619K 0.09% 70
2021
Q1 		– Sell
-95,776
Closed -$2.89M – 114
2020
Q4 		$2.89M Buy
+95,776
New +$2.48M 0.49% 60

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aperture Investors's WFC Position: Q3 2022 in Review

Aperture Investors sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 14,100 shares — an estimated $552K sold.

Aperture Investors first reported a position in WFC in Q4 2020 and held it in 2 quarters. The position peaked at $2.89M in Q4 2020. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Aperture Investors reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • Aperture Investors sold 14,100 Wells Fargo shares in Q3 2022, an estimated $552K.
  • Aperture Investors first reported a position in Wells Fargo in Q4 2020 and held it in 2 quarters.
  • Aperture Investors's Wells Fargo position peaked at $2.89M in Q4 2020.
  • 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Aperture Investors's 13F filing for Q3 2022, filed 14 Nov 2022.