DeepCurrents Investment Group’s Wells Fargo WFC Stock Holding History

DeepCurrents Investment Group’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
2024 Q3	–	Sell	-4,223	Closed	-$239K	–	177
2024 Q2	$251K	Sell	4,223 -2,958	-41%	-$175K	0.01%	130
2024 Q1	$416K	Sell	7,181 -21,310	-75%	-$1.11M	0.02%	148
2023 Q4	$1.4M	Sell	28,491 -31,922	-53%	-$1.38M	0.05%	134
2023 Q3	$2.47M	Buy	60,413 +2,949	+5%	+$127K	0.11%	119
2023 Q2	$2.45M	Buy	+57,464	New	+$2.31M	0.1%	119

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DeepCurrents Investment Group's WFC Position: Q3 2024 in Review

DeepCurrents Investment Group sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 4,223 shares — an estimated $239K sold.

DeepCurrents Investment Group first reported a position in WFC in Q2 2023 and held it in 5 quarters. The position peaked at $2.47M in Q3 2023. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

DeepCurrents Investment Group reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
DeepCurrents Investment Group sold 4,223 Wells Fargo shares in Q3 2024, an estimated $239K.
DeepCurrents Investment Group first reported a position in Wells Fargo in Q2 2023 and held it in 5 quarters.
DeepCurrents Investment Group's Wells Fargo position peaked at $2.47M in Q3 2023.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on DeepCurrents Investment Group's 13F filing for Q3 2024, filed 14 Nov 2024.