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Glenn Greenberg’s Wells Fargo WFC Stock Holding History

Glenn Greenberg’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
-5,250
Closed -$304K – 30
2024
Q1 		$304K Hold
5,250
– – 0.01% 25
2023
Q4 		$258K Hold
5,250
– – 0.01% 29
2023
Q3 		$215K Hold
5,250
– – 0.01% 34
2023
Q2 		$224K Buy
+5,250
New +$211K 0.01% 31

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Glenn Greenberg's WFC Position: Q2 2024 in Review

Glenn Greenberg sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 5,250 shares — an estimated $304K sold.

Glenn Greenberg first reported a position in WFC in Q2 2023 and held it in 4 quarters. The position peaked at $304K in Q1 2024. 2,259 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Glenn Greenberg reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Glenn Greenberg sold 5,250 Wells Fargo shares in Q2 2024, an estimated $304K.
  • Glenn Greenberg first reported a position in Wells Fargo in Q2 2023 and held it in 4 quarters.
  • Glenn Greenberg's Wells Fargo position peaked at $304K in Q1 2024.
  • 2,259 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Brave Warrior Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.