Fund Management at Engine No 1’s Wells Fargo WFC Stock Holding History

Fund Management at Engine No 1’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	–	Sell	-52,328	Closed	-$2.14M	–	415
2023 Q3	$2.14M	Buy	52,328 +3,483	+7%	+$150K	0.33%	61
2023 Q2	$2.08M	Buy	48,845 +2,624	+6%	+$106K	0.38%	57
2023 Q1	$1.73M	Buy	46,221 +4,275	+10%	+$186K	0.35%	66
2022 Q4	$1.73M	Buy	41,946 +5,474	+15%	+$242K	0.42%	54
2022 Q3	$1.47M	Sell	36,472 -1,798	-5%	-$77.2K	0.43%	54
2022 Q2	$1.5M	Buy	38,270 +5,377	+16%	+$236K	0.4%	62
2022 Q1	$1.59M	Buy	+32,893	New	+$1.76M	0.4%	61

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

Fund Management at Engine No 1's WFC Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 52,328 shares — an estimated $2.14M sold.

Fund Management at Engine No 1 first reported a position in WFC in Q1 2022 and held it in 7 quarters. The position peaked at $2.14M in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 52,328 Wells Fargo shares in Q4 2023, an estimated $2.14M.
Fund Management at Engine No 1 first reported a position in Wells Fargo in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Wells Fargo position peaked at $2.14M in Q3 2023.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.