Boston Common Asset Management’s Wells Fargo WFC Stock Holding History

Boston Common Asset Management’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 Q1	–	Sell	-7,985	Closed	-$330K	–	356
2022 Q4	$330K	Sell	7,985 -5,275	-40%	-$233K	0.02%	230
2022 Q3	$533K	Buy	13,260 +27	+0.2%	+$1.16K	0.03%	190
2022 Q2	$518K	Buy	13,233 +1,043	+9%	+$45.8K	0.03%	203
2022 Q1	$591K	Sell	12,190 -1,812	-13%	-$97K	0.03%	199
2021 Q4	$672K	Buy	14,002 +360	+3%	+$17.7K	0.03%	194
2021 Q3	$633K	Sell	13,642 -13	-0.1%	-$602	0.03%	194
2021 Q2	$618K	Buy	+13,655	New	+$610K	0.03%	202

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Boston Common Asset Management's WFC Position: Q1 2023 in Review

Boston Common Asset Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 7,985 shares — an estimated $330K sold.

Boston Common Asset Management first reported a position in WFC in Q2 2021 and held it in 7 quarters. The position peaked at $672K in Q4 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Boston Common Asset Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Boston Common Asset Management sold 7,985 Wells Fargo shares in Q1 2023, an estimated $330K.
Boston Common Asset Management first reported a position in Wells Fargo in Q2 2021 and held it in 7 quarters.
Boston Common Asset Management's Wells Fargo position peaked at $672K in Q4 2021.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Boston Common Asset Management's 13F filing for Q1 2023, filed 17 May 2023.