Ardevora Asset Management’s Wells Fargo WFC Stock Holding History

Ardevora Asset 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	$16.8M	Sell	341,090 -392,897	-54%	-$17M	1.49%	13
2023 Q3	$30M	Sell	733,987 -113,222	-13%	-$4.89M	1.47%	15
2023 Q2	$36.2M	Sell	847,209 -680,800	-45%	-$27.4M	0.88%	50
2023 Q1	$57.1M	Buy	1,528,009 +231,400	+18%	+$10.1M	1.03%	30
2022 Q4	$53.5M	Buy	1,296,609 +3,409	+0.3%	+$151K	0.91%	36
2022 Q3	$52M	Sell	1,293,200 -70,400	-5%	-$3.02M	0.94%	33
2022 Q2	$53.4M	Sell	1,363,600 -1,066,600	-44%	-$46.8M	0.87%	57
2022 Q1	$118M	Buy	+2,430,200	New	+$130M	1.53%	1

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

Ardevora Asset Management's WFC Position: Q4 2023 in Review

Ardevora Asset Management reduced its Wells Fargo (WFC) stake by 54% in Q4 2023, selling an estimated $17M and leaving 341,090 shares worth $16.8M. The position accounts for 1.49% of the portfolio, ranked #13.

Ardevora Asset Management first reported a position in WFC in Q1 2022 and has held it in 8 quarters since. The position peaked at $118M in Q1 2022. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Ardevora Asset Management held 341,090 shares of Wells Fargo worth $16.8M as of Q4 2023.
Ardevora Asset Management sold 392,897 Wells Fargo shares in Q4 2023, an estimated $17M.
Wells Fargo made up 1.49% of Ardevora Asset Management's portfolio in Q4 2023, its #13 holding.
Ardevora Asset Management first reported a position in Wells Fargo in Q1 2022 and has held it in 8 quarters since.
Ardevora Asset Management's Wells Fargo position peaked at $118M in Q1 2022.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.