Aristotle Pacific Capital’s Wells Fargo WFC Stock Holding History

Aristotle Pacific Capital’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 Q2	–	Sell	-56,452	Closed	-$2.71M	–	13
2022 Q1	$2.71M	Hold	56,452	–	–	2.37%	7
2021 Q4	$2.71M	Buy	56,452 +15,764	+39%	+$776K	1.93%	14
2021 Q3	$1.89M	Hold	40,688	–	–	1.66%	12
2021 Q2	$1.84M	Hold	40,688	–	–	1.72%	14
2021 Q1	$1.59M	Hold	40,688	–	–	1.03%	18
2020 Q4	$1.23M	Buy	+40,688	New	+$1.05M	0.8%	20

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Pacific Capital's WFC Position: Q2 2022 in Review

Aristotle Pacific Capital sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 56,452 shares — an estimated $2.71M sold.

Aristotle Pacific Capital first reported a position in WFC in Q4 2020 and held it in 6 quarters. The position peaked at $2.71M in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Aristotle Pacific Capital reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Aristotle Pacific Capital sold 56,452 Wells Fargo shares in Q2 2022, an estimated $2.71M.
Aristotle Pacific Capital first reported a position in Wells Fargo in Q4 2020 and held it in 6 quarters.
Aristotle Pacific Capital's Wells Fargo position peaked at $2.71M in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Aristotle Pacific Capital's 13F filing for Q2 2022, filed 21 Jul 2022.