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Columbus Macro’s Wells Fargo WFC Stock Holding History

Columbus Macro’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
-36,129
Closed -$1.37M – 185
2023
Q1 		$1.37M Buy
36,129
+191
+0.5% +$8.32K 0.51% 67
2022
Q4 		$1.48M Sell
35,938
-917
-2% -$40.6K 0.57% 64
2022
Q3 		$1.48M Sell
36,855
-63
-0.2% -$2.71K 0.61% 62
2022
Q2 		$1.45M Sell
36,918
-477
-1% -$20.9K 0.55% 62
2022
Q1 		$1.81M Sell
37,395
-1,975
-5% -$106K 0.62% 54
2021
Q4 		$1.89M Sell
39,370
-5,214
-12% -$257K 0.63% 50
2021
Q3 		$2.07M Sell
44,584
-3,746
-8% -$173K 0.68% 40
2021
Q2 		$2.19M Sell
48,330
-2,134
-4% -$95.3K 0.68% 43
2021
Q1 		$1.97M Sell
50,464
-10,635
-17% -$376K 0.61% 46
2020
Q4 		$1.84M Buy
61,099
+30,410
+99% +$787K 0.57% 49
2020
Q3 		$721K Sell
30,689
-8,484
-22% -$209K 0.22% 96
2020
Q2 		$1M Sell
39,173
-2,254
-5% -$61.7K 0.27% 75
2020
Q1 		$1.19M Sell
41,427
-31,467
-43% -$1.34M 0.34% 69
2019
Q4 		$3.92M Buy
72,894
+4,973
+7% +$260K 0.87% 36
2019
Q3 		$3.43M Buy
+67,921
New +$3.2M 0.86% 44

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Columbus Macro's WFC Position: Q2 2023 in Review

Columbus Macro sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 36,129 shares — an estimated $1.37M sold.

Columbus Macro first reported a position in WFC in Q3 2019 and held it in 15 quarters. The position peaked at $3.92M in Q4 2019. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • Columbus Macro reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
  • Columbus Macro sold 36,129 Wells Fargo shares in Q2 2023, an estimated $1.37M.
  • Columbus Macro first reported a position in Wells Fargo in Q3 2019 and held it in 15 quarters.
  • Columbus Macro's Wells Fargo position peaked at $3.92M in Q4 2019.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Columbus Macro's 13F filing for Q2 2023, filed 21 Jul 2023.