Cornerstone Investment Partners’s Wells Fargo WFC Stock Holding History

Cornerstone Investment Partners’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	–	Sell	-40,168	Closed	-$1.71M	–	238
2023 Q2	$1.71M	Buy	40,168 +1,581	+4%	+$63.6K	0.11%	38
2023 Q1	$1.44M	Sell	38,587 -176	-0.5%	-$7.67K	0.1%	43
2022 Q4	$1.6M	Hold	38,763	–	–	0.1%	40
2022 Q3	$1.56M	Hold	38,763	–	–	0.11%	38
2022 Q2	$1.52M	Hold	38,763	–	–	0.1%	39
2022 Q1	$1.88M	Sell	38,763 -5,110	-12%	-$273K	0.11%	38
2021 Q4	$2.1M	Sell	43,873 -962	-2%	-$47.4K	0.12%	35
2021 Q3	$2.08M	Buy	44,835 +6,615	+17%	+$306K	0.12%	38
2021 Q2	$1.73M	Hold	38,220	–	–	0.09%	51
2021 Q1	$1.49M	Buy	38,220 +920	+2%	+$32.6K	0.08%	52
2020 Q4	$1.13M	Buy	37,300 +7,483	+25%	+$194K	0.07%	57
2020 Q3	$701K	Buy	29,817 +20	+0.1%	+$493	0.05%	61
2020 Q2	$763K	Buy	29,797 +3,834	+15%	+$105K	0.05%	59
2020 Q1	$745K	Buy	25,963 +11,305	+77%	+$481K	0.05%	58
2019 Q4	$789K	Buy	+14,658	New	+$768K	0.04%	63

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

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

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

Norges Bank Oslo, Norway $935B AUM

Cornerstone Investment Partners's WFC Position: Q3 2023 in Review

Cornerstone Investment Partners sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 40,168 shares — an estimated $1.71M sold.

Cornerstone Investment Partners first reported a position in WFC in Q4 2019 and held it in 15 quarters. The position peaked at $2.1M in Q4 2021. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Cornerstone Investment Partners reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Cornerstone Investment Partners sold 40,168 Wells Fargo shares in Q3 2023, an estimated $1.71M.
Cornerstone Investment Partners first reported a position in Wells Fargo in Q4 2019 and held it in 15 quarters.
Cornerstone Investment Partners's Wells Fargo position peaked at $2.1M in Q4 2021.
1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Cornerstone Investment Partners's 13F filing for Q3 2023, filed 13 Nov 2023.