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Industrial Alliance Investment Management’s Wells Fargo WFC Stock Holding History

Industrial Alliance Investment Management’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
Q2 		– Sell
-16,638
Closed -$622K – 495
2023
Q1 		$622K Buy
16,638
+15,321
+1,163% +$668K 0.02% 336
2022
Q4 		$54K Sell
1,317
-779
-37% -$34.5K ﹤0.01% 388
2022
Q3 		$84K Sell
2,096
-296
-12% -$12.7K ﹤0.01% 372
2022
Q2 		$94K Buy
2,392
+594
+33% +$26.1K ﹤0.01% 361
2022
Q1 		$87K Buy
1,798
+637
+55% +$34.1K ﹤0.01% 391
2021
Q4 		$56K Buy
+1,161
New +$57.2K ﹤0.01% 379

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Industrial Alliance Investment Management's WFC Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 16,638 shares — an estimated $622K sold.

Industrial Alliance Investment Management first reported a position in WFC in Q4 2021 and held it in 6 quarters. The position peaked at $622K in Q1 2023. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 16,638 Wells Fargo shares in Q2 2023, an estimated $622K.
  • Industrial Alliance Investment Management first reported a position in Wells Fargo in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Wells Fargo position peaked at $622K in Q1 2023.
  • 1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.