Arcus Capital Partners’s Wells Fargo WFC Stock Holding History

Arcus Capital Partners’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 Q1	–	Sell	-200	Closed	-$8.26K	–	356
2022 Q4	$8.26K	Buy	+200	New	+$8.85K	﹤0.01%	280
2018 Q1	–	Sell	-4,783	Closed	-$290K	–	123
2017 Q4	$290K	Sell	4,783 -39,449	-89%	-$2.23M	0.16%	85
2017 Q3	$2.44M	Buy	+44,232	New	+$2.35M	1.27%	15
2016 Q1	–	Sell	-2,400	Closed	-$130K	–	84
2015 Q4	$130K	Buy	+2,400	New	+$130K	0.09%	70

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Arcus Capital Partners's WFC Position: Q1 2023 in Review

Arcus Capital Partners sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 200 shares — an estimated $8.26K sold.

Arcus Capital Partners first reported a position in WFC in Q4 2015 and held it in 4 quarters. The position peaked at $2.44M in Q3 2017. 1,991 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Arcus Capital Partners reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Arcus Capital Partners sold 200 Wells Fargo shares in Q1 2023, an estimated $8.26K.
Arcus Capital Partners first reported a position in Wells Fargo in Q4 2015 and held it in 4 quarters.
Arcus Capital Partners's Wells Fargo position peaked at $2.44M in Q3 2017.
1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.