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Benson Investment Management Company’s Wells Fargo WFC Stock Holding History

Benson Investment Management Company’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
2024
Q1 		– Sell
-90,109
Closed -$4.44M – 57
2023
Q4 		$4.44M Buy
90,109
+546
+0.6% +$23.6K 2.27% 23
2023
Q3 		$3.66M Buy
+89,563
New +$3.87M 2.05% 32

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Benson Investment Management Company's WFC Position: Q1 2024 in Review

Benson Investment Management Company sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 90,109 shares — an estimated $4.44M sold.

Benson Investment Management Company first reported a position in WFC in Q3 2023 and held it in 2 quarters. The position peaked at $4.44M in Q4 2023. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Benson Investment Management Company reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Benson Investment Management Company sold 90,109 Wells Fargo shares in Q1 2024, an estimated $4.44M.
  • Benson Investment Management Company first reported a position in Wells Fargo in Q3 2023 and held it in 2 quarters.
  • Benson Investment Management Company's Wells Fargo position peaked at $4.44M in Q4 2023.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Benson Investment Management Company's 13F filing for Q1 2024, filed 11 Apr 2024.