Global Frontier Investments’s Wells Fargo WFC Stock Holding History

Global Frontier Investments’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	$2.9M	Hold	48,661	–	–	0.87%	15
2024 Q1	$2.82M	Hold	48,661	–	–	0.83%	15
2023 Q4	$2.4M	Hold	48,661	–	–	0.82%	16
2023 Q3	$1.99M	Hold	48,661	–	–	0.86%	16
2023 Q2	$2.08M	Hold	48,661	–	–	0.91%	16
2023 Q1	$1.82M	Hold	48,661	–	–	0.82%	17
2022 Q4	$2.01M	Buy	+48,661	New	+$2.15M	0.88%	18
2022 Q1	–	Sell	-270,000	Closed	-$14.5M	–	22
2021 Q4	$13M	Buy	270,000 +200,000	+286%	+$9.85M	4.89%	8
2021 Q3	$3.25M	Hold	70,000	–	–	2.37%	16
2021 Q2	$3.17M	Hold	70,000	–	–	2.39%	17
2021 Q1	$2.73M	Hold	70,000	–	–	2.36%	16
2020 Q4	$2.11M	Hold	70,000	–	–	2.05%	17
2020 Q3	$1.65M	Hold	70,000	–	–	2.43%	16
2020 Q2	$1.79M	Buy	+70,000	New	+$1.92M	2.74%	15

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

Global Frontier Investments's WFC Position: Q2 2024 in Review

Global Frontier Investments held its Wells Fargo (WFC) position steady in Q2 2024 at 48,661 shares worth $2.9M. The position accounts for 0.87% of the portfolio, ranked #15.

Global Frontier Investments first reported a position in WFC in Q2 2020 and has held it in 14 quarters since. The position peaked at $13M in Q4 2021. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Global Frontier Investments held 48,661 shares of Wells Fargo worth $2.9M as of Q2 2024.
Global Frontier Investments left its Wells Fargo share count unchanged in Q2 2024.
Wells Fargo made up 0.87% of Global Frontier Investments's portfolio in Q2 2024, its #15 holding.
Global Frontier Investments first reported a position in Wells Fargo in Q2 2020 and has held it in 14 quarters since.
Global Frontier Investments's Wells Fargo position peaked at $13M in Q4 2021.
2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Global Frontier Investments's 13F filing for Q2 2024, filed 14 Aug 2024.