Investment Management Associates’s Wells Fargo WFC Stock Holding History

Investment Management Associates’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 Q1	–	Sell	-20,967	Closed	-$866K	–	44
2022 Q4	$866K	Sell	20,967 -525	-2%	-$23.2K	0.36%	32
2022 Q3	$864K	Sell	21,492 -147	-0.7%	-$6.32K	0.41%	32
2022 Q2	$949K	Sell	21,639 -414	-2%	-$18.2K	0.41%	31
2022 Q1	$1.07M	Sell	22,053 -2,311	-9%	-$124K	0.48%	32
2021 Q4	$1.17M	Sell	24,364 -822	-3%	-$40.5K	0.53%	36
2021 Q3	$1.17M	Sell	25,186 -728	-3%	-$33.7K	0.61%	33
2021 Q2	$1.17M	Sell	25,914 -607	-2%	-$27.1K	0.61%	33
2021 Q1	$1.04M	Sell	26,521 -434	-2%	-$15.4K	0.61%	36
2020 Q4	$814K	Buy	+26,955	New	+$698K	0.61%	39

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Investment Management Associates's WFC Position: Q1 2023 in Review

Investment Management Associates sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 20,967 shares — an estimated $866K sold.

Investment Management Associates first reported a position in WFC in Q4 2020 and held it in 9 quarters. The position peaked at $1.17M in Q2 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Investment Management Associates reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Investment Management Associates sold 20,967 Wells Fargo shares in Q1 2023, an estimated $866K.
Investment Management Associates first reported a position in Wells Fargo in Q4 2020 and held it in 9 quarters.
Investment Management Associates's Wells Fargo position peaked at $1.17M in Q2 2021.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Investment Management Associates's 13F filing for Q1 2023, filed 2 May 2023.