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HST Ventures’s Wells Fargo WFC Stock Holding History

HST Ventures’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
Q3 		$29.7M Buy
525,157
+317,230
+153% +$17.9M 8.11% 1
2024
Q2 		$12.3M Buy
+207,927
New +$12.3M 5.58% 4
2023
Q2 		– Sell
-459,188
Closed -$17.2M – 54
2023
Q1 		$17.2M Buy
+459,188
New +$20M 8.76% 2
2022
Q4 		– Sell
-66,483
Closed -$2.67M – 47
2022
Q3 		$2.67M Buy
+66,483
New +$2.86M 1.8% 16

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HST Ventures's WFC Position: Q3 2024 in Review

HST Ventures increased its Wells Fargo (WFC) stake by 153% in Q3 2024, buying an estimated $17.9M and bringing the position to 525,157 shares worth $29.7M. The position accounts for 8.11% of the portfolio, ranked #1.

HST Ventures first reported a position in WFC in Q3 2022 and has held it in 4 quarters since. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • HST Ventures held 525,157 shares of Wells Fargo worth $29.7M as of Q3 2024.
  • HST Ventures bought 317,230 Wells Fargo shares in Q3 2024, an estimated $17.9M.
  • Wells Fargo made up 8.11% of HST Ventures's portfolio in Q3 2024, its #1 holding.
  • HST Ventures first reported a position in Wells Fargo in Q3 2022 and has held it in 4 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on HST Ventures's 13F filing for Q3 2024, filed 14 Nov 2024.