Blackhawk Capital Partners’s Wells Fargo WFC Stock Holding History

Blackhawk Capital 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 Q4	–	Sell	-15,096	Closed	-$617K	–	105
2023 Q3	$617K	Buy	15,096 +70	+0.5%	+$3.02K	0.45%	66
2023 Q2	$641K	Sell	15,026 -36,238	-71%	-$1.46M	0.45%	70
2023 Q1	$1.92M	Buy	51,264 +1,872	+4%	+$81.6K	1.4%	27
2022 Q4	$2.04M	Sell	49,392 -1,242	-2%	-$55K	1.59%	19
2022 Q3	$2.04M	Buy	+50,634	New	+$2.18M	1.68%	18
2018 Q3	–	Sell	-935	Closed	-$49K	–	281
2018 Q2	$49K	Hold	935	–	–	0.06%	165
2018 Q1	$49K	Sell	935 -11,885	-93%	-$706K	0.04%	167
2017 Q4	$778K	Buy	+12,820	New	+$724K	0.67%	49

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

Blackhawk Capital Partners's WFC Position: Q4 2023 in Review

Blackhawk Capital Partners sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 15,096 shares — an estimated $617K sold.

Blackhawk Capital Partners first reported a position in WFC in Q4 2017 and held it in 8 quarters. The position peaked at $2.04M in Q4 2022. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Blackhawk Capital Partners reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Blackhawk Capital Partners sold 15,096 Wells Fargo shares in Q4 2023, an estimated $617K.
Blackhawk Capital Partners first reported a position in Wells Fargo in Q4 2017 and held it in 8 quarters.
Blackhawk Capital Partners's Wells Fargo position peaked at $2.04M in Q4 2022.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Blackhawk Capital Partners's 13F filing for Q4 2023, filed 19 Jan 2024.