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Autumn Glory Partners’s Wells Fargo WFC Stock Holding History

Autumn Glory 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
2022
Q2 		– Sell
-9,500
Closed -$460K – 171
2022
Q1 		$460K Hold
9,500
– – 0.27% 103
2021
Q4 		$456K Buy
+9,500
New +$468K 0.19% 123

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Dodge & Cox
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T. Rowe Price Associates
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JP Morgan Chase
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Autumn Glory Partners's WFC Position: Q2 2022 in Review

Autumn Glory Partners sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 9,500 shares — an estimated $460K sold.

Autumn Glory Partners first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $460K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Autumn Glory Partners reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Autumn Glory Partners sold 9,500 Wells Fargo shares in Q2 2022, an estimated $460K.
  • Autumn Glory Partners first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
  • Autumn Glory Partners's Wells Fargo position peaked at $460K in Q1 2022.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Autumn Glory Partners's 13F filing for Q2 2022, filed 8 Aug 2022.