IP
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Intellectus Partners’s Wells Fargo WFC Stock Holding History

Intellectus Partners’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
2026
Q1 		$473K Buy
+5,945
New +$511K 0.1% 206
2020
Q3 		– Sell
-8,165
Closed -$209K – 234
2020
Q2 		$209K Buy
8,165
+554
+7% +$15.2K 0.08% 201
2020
Q1 		$218K Sell
7,611
-2,408
-24% -$102K 0.1% 179
2019
Q4 		$539K Buy
+10,019
New +$525K 0.22% 142
2019
Q2 		– Sell
-3,818
Closed -$184K – 406
2019
Q1 		$184K Hold
3,818
– – 0.08% 192
2018
Q4 		$176K Buy
3,818
+1,814
+91% +$92.9K 0.12% 120
2018
Q3 		$105K Hold
2,004
– – 0.04% 287
2018
Q2 		$111K Sell
2,004
-250
-11% -$13.4K 0.04% 271
2018
Q1 		$118K Sell
2,254
-760
-25% -$45.1K 0.04% 267
2017
Q4 		$183K Sell
3,014
-457
-13% -$25.8K 0.07% 228
2017
Q3 		$191K Hold
3,471
– – 0.08% 235
2017
Q2 		$192K Buy
3,471
+760
+28% +$40.7K 0.09% 211
2017
Q1 		$151K Hold
2,711
– – 0.08% 198
2016
Q4 		$149K Buy
+2,711
New +$136K 0.08% 190

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return