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 $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 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

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

Capital International Investors

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM