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Grey Street Capital’s Wells Fargo WFC Stock Holding History

Grey Street Capital’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
Q1 		$2M Buy
34,513
+25,551
+285% +$1.34M 0.27% 80
2023
Q4 		$441K Buy
8,962
+74
+0.8% +$3.19K 0.21% 78
2023
Q3 		$363K Hold
8,888
– – 0.21% 81
2023
Q2 		$379K Buy
+8,888
New +$358K 0.2% 77

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Grey Street Capital's WFC Position: Q1 2024 in Review

Grey Street Capital increased its Wells Fargo (WFC) stake by 285% in Q1 2024, buying an estimated $1.34M and bringing the position to 34,513 shares worth $2M. The position accounts for 0.27% of the portfolio, ranked #80.

Grey Street Capital first reported a position in WFC in Q2 2023 and has held it in 4 quarters since. 2,203 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Grey Street Capital held 34,513 shares of Wells Fargo worth $2M as of Q1 2024.
  • Grey Street Capital bought 25,551 Wells Fargo shares in Q1 2024, an estimated $1.34M.
  • Wells Fargo made up 0.27% of Grey Street Capital's portfolio in Q1 2024, its #80 holding.
  • Grey Street Capital first reported a position in Wells Fargo in Q2 2023 and has held it in 4 quarters since.
  • 2,203 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.