Gyroscope Capital Management Group’s Wells Fargo WFC Stock Holding History

Gyroscope Capital Management Group’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	$456K	Buy	11,160 +2,760	+33%	+$119K	0.1%	138
2023 Q2	$359K	Buy	8,400 +600	+8%	+$24.1K	0.08%	126
2023 Q1	$292K	Buy	+7,800	New	+$340K	0.07%	144
2019 Q1	–	Sell	-39,875	Closed	-$1.84M	–	188
2018 Q4	$1.84M	Buy	+39,875	New	+$2.04M	0.7%	39
2017 Q3	–	Sell	-99,740	Closed	-$5.53M	–	129
2017 Q2	$5.53M	Buy	99,740 +10,455	+12%	+$560K	2.76%	11
2017 Q1	$4.97M	Buy	89,285 +4,269	+5%	+$242K	2.99%	19
2016 Q4	$4.68M	Buy	+85,016	New	+$4.27M	3.13%	10
2015 Q3	–	Sell	-6,500	Closed	-$366K	–	77
2015 Q2	$366K	Sell	6,500 -410	-6%	-$22.9K	0.3%	57
2015 Q1	$376K	Buy	6,910 +85	+1%	+$4.59K	0.31%	48
2014 Q4	$374K	Buy	+6,825	New	+$361K	0.31%	44

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

Gyroscope Capital Management Group's WFC Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its Wells Fargo (WFC) stake by 33% in Q3 2023, buying an estimated $119K and bringing the position to 11,160 shares worth $456K. The position accounts for 0.1% of the portfolio, ranked #138.

Gyroscope Capital Management Group first reported a position in WFC in Q4 2014 and has held it in 10 quarters since. The position peaked at $5.53M in Q2 2017. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Gyroscope Capital Management Group held 11,160 shares of Wells Fargo worth $456K as of Q3 2023.
Gyroscope Capital Management Group bought 2,760 Wells Fargo shares in Q3 2023, an estimated $119K.
Wells Fargo made up 0.1% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #138 holding.
Gyroscope Capital Management Group first reported a position in Wells Fargo in Q4 2014 and has held it in 10 quarters since.
Gyroscope Capital Management Group's Wells Fargo position peaked at $5.53M in Q2 2017.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.