Arlington Partners’s Wells Fargo WFC Stock Holding History

Arlington 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 Q3	–	Sell	-485	Closed	-$20.7K	–	600
2023 Q2	$20.7K	Sell	485 -119	-20%	-$4.79K	﹤0.01%	392
2023 Q1	$22.6K	Hold	604	–	–	﹤0.01%	329
2022 Q4	$24.9K	Sell	604 -576	-49%	-$25.5K	﹤0.01%	285
2022 Q3	$47K	Sell	1,180 -783	-40%	-$33.6K	0.02%	202
2022 Q2	$77K	Sell	1,963 -569	-22%	-$25K	0.03%	201
2022 Q1	$123K	Buy	2,532 +58	+2%	+$3.1K	0.03%	153
2021 Q4	$119K	Sell	2,474 -530	-18%	-$26.1K	0.03%	178
2021 Q3	$139K	Sell	3,004 -416	-12%	-$19.3K	0.04%	143
2021 Q2	$155K	Hold	3,420	–	–	0.05%	100
2021 Q1	$134K	Hold	3,420	–	–	0.05%	122
2020 Q4	$103K	Hold	3,420	–	–	0.05%	79
2020 Q3	$80K	Hold	3,420	–	–	0.04%	85
2020 Q2	$88K	Hold	3,420	–	–	0.05%	85
2020 Q1	$98K	Hold	3,420	–	–	0.05%	97
2019 Q4	$184K	Hold	3,420	–	–	0.11%	69
2019 Q3	$173K	Hold	3,420	–	–	0.11%	64
2019 Q2	$162K	Hold	3,420	–	–	0.07%	95
2019 Q1	$165K	Sell	3,420 -213	-6%	-$10.5K	0.12%	81
2018 Q4	$167K	Sell	3,633 -2,000	-36%	-$102K	0.11%	70
2018 Q3	$296K	Buy	5,633 +2,000	+55%	+$114K	0.21%	62
2018 Q2	$201K	Hold	3,633	–	–	0.19%	56
2018 Q1	$190K	Buy	3,633 +213	+6%	+$12.7K	0.18%	58
2017 Q4	$207K	Buy	+3,420	New	+$193K	0.21%	58

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Arlington Partners's WFC Position: Q3 2023 in Review

Arlington Partners sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 485 shares — an estimated $20.7K sold.

Arlington Partners first reported a position in WFC in Q4 2017 and held it in 23 quarters. The position peaked at $296K in Q3 2018. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Arlington Partners reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Arlington Partners sold 485 Wells Fargo shares in Q3 2023, an estimated $20.7K.
Arlington Partners first reported a position in Wells Fargo in Q4 2017 and held it in 23 quarters.
Arlington Partners's Wells Fargo position peaked at $296K in Q3 2018.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.