Desjardins Global Asset Management’s Wells Fargo WFC Stock Holding History

Desjardins Global Asset Management’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 Q4	$199K	Sell	4,039 -5,992	-60%	-$259K	0.02%	356
2023 Q3	$410K	Sell	10,031 -16,964	-63%	-$732K	0.04%	285
2023 Q2	$1.15M	Buy	26,995 +3,846	+17%	+$155K	0.13%	168
2023 Q1	$865K	Sell	23,149 -5,265	-19%	-$229K	0.11%	169
2022 Q4	$1.17M	Sell	28,414 -27,037	-49%	-$1.2M	0.18%	119
2022 Q3	$2.23M	Sell	55,451 -20,487	-27%	-$880K	0.28%	70
2022 Q2	$2.97M	Sell	75,938 -44,132	-37%	-$1.94M	0.39%	53
2022 Q1	$5.82M	Sell	120,070 -17,992	-13%	-$963K	0.51%	38
2021 Q4	$6.62M	Buy	+138,062	New	+$6.8M	0.57%	39

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Desjardins Global Asset Management's WFC Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Wells Fargo (WFC) stake by 60% in Q4 2023, selling an estimated $259K and leaving 4,039 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #356.

Desjardins Global Asset Management first reported a position in WFC in Q4 2021 and has held it in 9 quarters since. The position peaked at $6.62M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Desjardins Global Asset Management held 4,039 shares of Wells Fargo worth $199K as of Q4 2023.
Desjardins Global Asset Management sold 5,992 Wells Fargo shares in Q4 2023, an estimated $259K.
Wells Fargo made up 0.02% of Desjardins Global Asset Management's portfolio in Q4 2023, its #356 holding.
Desjardins Global Asset Management first reported a position in Wells Fargo in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Wells Fargo position peaked at $6.62M in Q4 2021.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.