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Exos TFP Holdings’s Wells Fargo WFC Stock Holding History

Exos TFP Holdings’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
Q2 		– Sell
-5,496
Closed -$205K – 403
2023
Q1 		$205K Buy
5,496
+3,249
+145% +$142K 0.05% 241
2022
Q4 		$92.8K Sell
2,247
-133
-6% -$5.89K 0.03% 293
2022
Q3 		$96K Buy
+2,380
New +$102K 0.04% 276

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Exos TFP Holdings's WFC Position: Q2 2023 in Review

Exos TFP Holdings sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 5,496 shares — an estimated $205K sold.

Exos TFP Holdings first reported a position in WFC in Q3 2022 and held it in 3 quarters. The position peaked at $205K in Q1 2023. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • Exos TFP Holdings reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
  • Exos TFP Holdings sold 5,496 Wells Fargo shares in Q2 2023, an estimated $205K.
  • Exos TFP Holdings first reported a position in Wells Fargo in Q3 2022 and held it in 3 quarters.
  • Exos TFP Holdings's Wells Fargo position peaked at $205K in Q1 2023.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Exos TFP Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.