Column Capital Advisors’s Wells Fargo WFC Stock Holding History

Column Capital Advisors’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	$152K	Buy	3,730 +1	+0%	+$43	0.02%	165
2023 Q2	$159K	Hold	3,729	–	–	0.02%	160
2023 Q1	$139K	Sell	3,729 -1	-0%	-$44	0.02%	184
2022 Q4	$154K	Hold	3,730	–	–	0.03%	152
2022 Q3	$150K	Hold	3,730	–	–	0.03%	146
2022 Q2	$146K	Buy	3,730 +1,000	+37%	+$43.9K	0.03%	146
2022 Q1	$132K	Sell	2,730 -86	-3%	-$4.6K	0.02%	163
2021 Q4	$135K	Buy	2,816 +87	+3%	+$4.28K	0.03%	165
2021 Q3	$127K	Hold	2,729	–	–	0.03%	160
2021 Q2	$124K	Hold	2,729	–	–	0.03%	163
2021 Q1	$107K	Sell	2,729 -1	-0%	-$35	0.02%	169
2020 Q4	$82K	Sell	2,730 -3,271	-55%	-$84.7K	0.02%	198
2020 Q3	$141K	Buy	6,001 +3,550	+145%	+$87.5K	0.04%	122
2020 Q2	$62K	Sell	2,451 -1,162	-32%	-$31.8K	0.02%	215
2020 Q1	$104K	Buy	3,613 +178	+5%	+$7.57K	0.04%	117
2019 Q4	$184K	Buy	+3,435	New	+$180K	0.09%	93

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Column Capital Advisors's WFC Position: Q3 2023 in Review

Column Capital Advisors increased its Wells Fargo (WFC) stake by 0.03% in Q3 2023, buying an estimated $43 and bringing the position to 3,730 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #165.

Column Capital Advisors first reported a position in WFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $184K in Q4 2019. 1,972 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Column Capital Advisors held 3,730 shares of Wells Fargo worth $152K as of Q3 2023.
Column Capital Advisors bought 1 Wells Fargo share in Q3 2023, an estimated $43.
Wells Fargo made up 0.02% of Column Capital Advisors's portfolio in Q3 2023, its #165 holding.
Column Capital Advisors first reported a position in Wells Fargo in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Wells Fargo position peaked at $184K in Q4 2019.
1,972 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.