Capital Management Associates (New York)’s Wells Fargo WFC Stock Holding History

Capital Management Associates (New York)’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	-250	Closed	-$9.35K	–	99
2023 Q1	$9.35K	Hold	250	–	–	0.01%	77
2022 Q4	$10.3K	Buy	+250	New	+$11.1K	0.02%	77

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

Capital Management Associates (New York)'s WFC Position: Q2 2023 in Review

Capital Management Associates (New York) sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 250 shares — an estimated $9.35K sold.

Capital Management Associates (New York) first reported a position in WFC in Q4 2022 and held it in 2 quarters. The position peaked at $10.3K in Q4 2022. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Capital Management Associates (New York) reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Capital Management Associates (New York) sold 250 Wells Fargo shares in Q2 2023, an estimated $9.35K.
Capital Management Associates (New York) first reported a position in Wells Fargo in Q4 2022 and held it in 2 quarters.
Capital Management Associates (New York)'s Wells Fargo position peaked at $10.3K in Q4 2022.
1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Capital Management Associates (New York)'s 13F filing for Q2 2023, filed 11 Aug 2023.