Bouvel Investment Partners’s Wells Fargo WFC Stock Holding History

Bouvel Investment 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 Q2	–	Sell	-83,141	Closed	-$3.11M	–	76
2023 Q1	$3.11M	Sell	83,141 -236	-0.3%	-$10.3K	1.82%	18
2022 Q4	$3.44M	Sell	83,377 -221	-0.3%	-$9.78K	2.22%	12
2022 Q3	$3.36M	Buy	83,598 +1,984	+2%	+$85.2K	2.24%	12
2022 Q2	$3.2M	Buy	81,614 +41	+0.1%	+$1.8K	2.41%	11
2022 Q1	$3.95M	Buy	81,573 +2,956	+4%	+$158K	2.41%	10
2021 Q4	$3.77M	Buy	78,617 +604	+0.8%	+$29.7K	2.12%	13
2021 Q3	$3.62M	Buy	78,013 +1,122	+1%	+$51.9K	2.05%	15
2021 Q2	$3.48M	Buy	76,891 +404	+0.5%	+$18K	1.97%	18
2021 Q1	$2.99M	Buy	+76,487	New	+$2.71M	1.92%	20

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

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

Norges Bank Oslo, Norway $935B AUM

Bouvel Investment Partners's WFC Position: Q2 2023 in Review

Bouvel Investment Partners sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 83,141 shares — an estimated $3.11M sold.

Bouvel Investment Partners first reported a position in WFC in Q1 2021 and held it in 9 quarters. The position peaked at $3.95M in Q1 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Bouvel Investment Partners reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Bouvel Investment Partners sold 83,141 Wells Fargo shares in Q2 2023, an estimated $3.11M.
Bouvel Investment Partners first reported a position in Wells Fargo in Q1 2021 and held it in 9 quarters.
Bouvel Investment Partners's Wells Fargo position peaked at $3.95M in Q1 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Bouvel Investment Partners's 13F filing for Q2 2023, filed 14 Jul 2023.