Duality Advisers’s Wells Fargo WFC Stock Holding History

Duality Advisers’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 Q2	–	Sell	-22,927	Closed	-$1.33M	–	534
2024 Q1	$1.33M	Sell	22,927 -83,350	-78%	-$4.36M	0.13%	261
2023 Q4	$5.23M	Buy	+106,277	New	+$4.59M	0.55%	28
2023 Q2	–	Sell	-22,068	Closed	-$825K	–	757
2023 Q1	$825K	Sell	22,068 -46,787	-68%	-$2.04M	0.09%	326
2022 Q4	$2.84M	Buy	+68,855	New	+$3.05M	0.32%	89
2021 Q4	–	Sell	-30,209	Closed	-$1.4M	–	704
2021 Q3	$1.4M	Buy	+30,209	New	+$1.4M	0.11%	297
2020 Q4	–	Sell	-80,690	Closed	-$1.9M	–	751
2020 Q3	$1.9M	Buy	80,690 +5,032	+7%	+$124K	0.12%	233
2020 Q2	$1.94M	Buy	+75,658	New	+$2.07M	0.18%	162
2020 Q1	–	Sell	-165,348	Closed	-$8.9M	–	326
2019 Q4	$8.9M	Buy	165,348 +81,638	+98%	+$4.28M	0.53%	56
2019 Q3	$4.22M	Buy	+83,710	New	+$3.94M	0.24%	141

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Duality Advisers's WFC Position: Q2 2024 in Review

Duality Advisers sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 22,927 shares — an estimated $1.33M sold.

Duality Advisers first reported a position in WFC in Q3 2019 and held it in 9 quarters. The position peaked at $8.9M in Q4 2019. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Duality Advisers reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 22,927 Wells Fargo shares in Q2 2024, an estimated $1.33M.
Duality Advisers first reported a position in Wells Fargo in Q3 2019 and held it in 9 quarters.
Duality Advisers's Wells Fargo position peaked at $8.9M in Q4 2019.
2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.