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Credit Suisse’s Wells Fargo WFC Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-973,300
Closed -$46.7M – 4379
2021
Q4 		$46.7M Sell
973,300
-408,700
-30% -$20.1M 0.02% 679
2021
Q3 		$64.1M Sell
1,382,000
-209,300
-13% -$9.69M 0.04% 548
2021
Q2 		$71.3M Sell
1,591,300
-312,000
-16% -$13.9M 0.04% 512
2021
Q1 		$74.4M Buy
1,903,300
+484,900
+34% +$17.2M 0.04% 547
2020
Q4 		$42.8M Sell
1,418,400
-484,100
-25% -$12.5M 0.02% 787
2020
Q3 		$44.7M Buy
1,902,500
+971,600
+104% +$23.9M 0.03% 656
2020
Q2 		$23.8M Buy
930,900
+313,700
+51% +$8.58M 0.02% 861
2020
Q1 		$17.7M Sell
617,200
-451,400
-42% -$19.2M 0.02% 907
2019
Q4 		$57.5M Sell
1,068,600
-294,900
-22% -$15.4M 0.04% 470
2019
Q3 		$68.8M Buy
1,363,500
+844,300
+163% +$39.8M 0.06% 344
2019
Q2 		$24.6M Sell
519,200
-89,000
-15% -$4.16M 0.02% 810
2019
Q1 		$29.4M Buy
608,200
+423,100
+229% +$20.8M 0.03% 651
2018
Q4 		$8.53M Buy
185,100
+10,000
+6% +$512K 0.01% 1246
2018
Q3 		$9.2M Sell
175,100
-46,200
-21% -$2.64M 0.01% 1307
2018
Q2 		$12.3M Sell
221,300
-5,124,300
-96% -$275M 0.01% 1120
2018
Q1 		$280M Buy
5,345,600
+3,314,400
+163% +$197M 0.26% 59
2017
Q4 		$123M Sell
2,031,200
-1,486,200
-42% -$83.9M 0.11% 164
2017
Q3 		$194M Buy
3,517,400
+3,056,000
+662% +$162M 0.19% 91
2017
Q2 		$25.6M Buy
461,400
+130,000
+39% +$6.97M 0.02% 686
2017
Q1 		$18.4M Sell
331,400
-300,800
-48% -$17.1M 0.02% 864
2016
Q4 		$34.8M Buy
632,200
+402,800
+176% +$20.3M 0.03% 558
2016
Q3 		$10.2M Sell
229,400
-206,400
-47% -$9.88M 0.01% 1180
2016
Q2 		$20.6M Buy
435,800
+331,500
+318% +$16.2M 0.02% 751
2016
Q1 		$5.04M Sell
104,300
-681,400
-87% -$33.4M 0.01% 1522
2015
Q4 		$42.7M Buy
785,700
+385,700
+96% +$20.9M 0.05% 432
2015
Q3 		$20.5M Buy
+400,000
New +$22M 0.02% 717
2014
Q4 		– Sell
-274,000
Closed -$14.2M – 4755
2014
Q3 		$14.2M Sell
274,000
-9,000
-3% -$463K 0.01% 1098
2014
Q2 		$14.9M Buy
+283,000
New +$14.2M 0.01% 1122

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

Credit Suisse's WFC Position: Q1 2024 in Review

Credit Suisse reduced its Wells Fargo (WFC) stake by 25% in Q1 2024, selling an estimated $69.6M and leaving 4,037,346 shares worth $230M. The position accounts for 0.22% of the portfolio, ranked #82.

Credit Suisse first reported a position in WFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $818M in Q3 2014. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Credit Suisse held 4,037,346 shares of Wells Fargo worth $230M as of Q1 2024.
  • Credit Suisse sold 1,330,284 Wells Fargo shares in Q1 2024, an estimated $69.6M.
  • Wells Fargo made up 0.22% of Credit Suisse's portfolio in Q1 2024, its #82 holding.
  • Credit Suisse first reported a position in Wells Fargo in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Wells Fargo position peaked at $818M in Q3 2014.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.