Ibex Investors’s Wells Fargo WFC Stock Holding History

Ibex Investors’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
2021 Q3	–	Sell	-5,916	Closed	-$268K	–	58
2021 Q2	$268K	Hold	5,916	–	–	0.1%	47
2021 Q1	$231K	Buy	+5,916	New	+$209K	0.08%	74

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ibex Investors's WFC Position: Q3 2021 in Review

Ibex Investors sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 5,916 shares — an estimated $268K sold.

Ibex Investors first reported a position in WFC in Q1 2021 and held it in 2 quarters. The position peaked at $268K in Q2 2021. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Ibex Investors reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Ibex Investors sold 5,916 Wells Fargo shares in Q3 2021, an estimated $268K.
Ibex Investors first reported a position in Wells Fargo in Q1 2021 and held it in 2 quarters.
Ibex Investors's Wells Fargo position peaked at $268K in Q2 2021.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Ibex Investors's 13F filing for Q3 2021, filed 5 Nov 2021.