Golden Green’s Wells Fargo WFC Stock Holding History

Golden Green’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 Q3	$219K	Buy	5,349 +6	+0.1%	+$259	0.22%	74
2023 Q2	$228K	Sell	5,343 -42	-0.8%	-$1.69K	0.25%	70
2023 Q1	$201K	Sell	5,385 -17,717	-77%	-$772K	0.24%	62
2022 Q4	$954K	Buy	+23,102	New	+$1.02M	0.98%	25

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Golden Green's WFC Position: Q3 2023 in Review

Golden Green increased its Wells Fargo (WFC) stake by 0.11% in Q3 2023, buying an estimated $259 and bringing the position to 5,349 shares worth $219K. The position accounts for 0.22% of the portfolio, ranked #74.

Golden Green first reported a position in WFC in Q4 2022 and has held it in 4 quarters since. The position peaked at $954K in Q4 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Golden Green held 5,349 shares of Wells Fargo worth $219K as of Q3 2023.
Golden Green bought 6 Wells Fargo shares in Q3 2023, an estimated $259.
Wells Fargo made up 0.22% of Golden Green's portfolio in Q3 2023, its #74 holding.
Golden Green first reported a position in Wells Fargo in Q4 2022 and has held it in 4 quarters since.
Golden Green's Wells Fargo position peaked at $954K in Q4 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.