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Cipher Capital’s Wells Fargo WFC Stock Holding History

Cipher Capital’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
2024
Q1 		– Sell
-7,455
Closed -$367K – 628
2023
Q4 		$367K Buy
+7,455
New +$322K 0.12% 279
2023
Q2 		– Sell
-81,415
Closed -$3.04M – 728
2023
Q1 		$3.04M Sell
81,415
-10,953
-12% -$477K 0.56% 28
2022
Q4 		$3.81M Buy
+92,368
New +$4.09M 0.72% 20
2022
Q3 		– Sell
-112,776
Closed -$4.42M – 619
2022
Q2 		$4.42M Buy
+112,776
New +$4.95M 1% 7
2020
Q4 		– Sell
-144,305
Closed -$3.39M – 660
2020
Q3 		$3.39M Sell
144,305
-128,387
-47% -$3.16M 0.45% 56
2020
Q2 		$6.98M Buy
272,692
+151,062
+124% +$4.13M 1.1% 13
2020
Q1 		$3.49M Buy
+121,630
New +$5.17M 1.27% 6
2019
Q2 		– Sell
-273,289
Closed -$13.2M – 681
2019
Q1 		$13.2M Buy
+273,289
New +$13.4M 1.04% 4
2018
Q4 		– Sell
-40,631
Closed -$2.13M – 663
2018
Q3 		$2.13M Buy
+40,631
New +$2.32M 0.4% 74
2015
Q4 		– Sell
-21,566
Closed -$1.11M – 657
2015
Q3 		$1.11M Buy
+21,566
New +$1.19M 0.16% 213
2015
Q2 		– Sell
-57,182
Closed -$3.11M – 627
2015
Q1 		$3.11M Buy
57,182
+13,239
+30% +$715K 0.51% 39
2014
Q4 		$2.41M Sell
43,943
-4,776
-10% -$253K 0.62% 30
2014
Q3 		$2.53M Buy
+48,719
New +$2.51M 0.65% 38
2013
Q4 		– Sell
-24,304
Closed -$1M – 355
2013
Q3 		$1M Buy
24,304
+9,720
+67% +$415K 1.4% 7
2013
Q2 		$602K Buy
+14,584
New +$568K 1.48% 3

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cipher Capital's WFC Position: Q1 2024 in Review

Cipher Capital sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 7,455 shares — an estimated $367K sold.

Cipher Capital first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $13.2M in Q1 2019. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Cipher Capital reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Cipher Capital sold 7,455 Wells Fargo shares in Q1 2024, an estimated $367K.
  • Cipher Capital first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
  • Cipher Capital's Wells Fargo position peaked at $13.2M in Q1 2019.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Cipher Capital's 13F filing for Q1 2024, filed 15 May 2024.