Brown Shipley & Co’s Wells Fargo WFC Stock Holding History

Brown Shipley & Co’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 Q3	–	Sell	-1,336	Closed	-$57K	–	121
2023 Q2	$57K	Hold	1,336	–	–	0.02%	82
2023 Q1	$49.9K	Buy	+1,336	New	+$58.2K	0.03%	73

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Brown Shipley & Co's WFC Position: Q3 2023 in Review

Brown Shipley & Co sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 1,336 shares — an estimated $57K sold.

Brown Shipley & Co first reported a position in WFC in Q1 2023 and held it in 2 quarters. The position peaked at $57K in Q2 2023. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Brown Shipley & Co reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Brown Shipley & Co sold 1,336 Wells Fargo shares in Q3 2023, an estimated $57K.
Brown Shipley & Co first reported a position in Wells Fargo in Q1 2023 and held it in 2 quarters.
Brown Shipley & Co's Wells Fargo position peaked at $57K in Q2 2023.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Brown Shipley & Co's 13F filing for Q3 2023, filed 21 Nov 2023.