KB Financial Partners’s Wells Fargo WFC Stock Holding History

KB Financial 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
2023 Q3	$83K	Sell	2,041 -230	-10%	-$9.93K	0.02%	211
2023 Q2	$97K	Sell	2,271 -12	-0.5%	-$483	0.03%	209
2023 Q1	$85K	Buy	2,283 +89	+4%	+$3.88K	0.03%	218
2022 Q4	$91K	Buy	2,194 +131	+6%	+$5.8K	0.03%	223
2022 Q3	$83K	Sell	2,063 -9	-0.4%	-$387	0.03%	214
2022 Q2	$81K	Sell	2,072 -19,619	-90%	-$861K	0.03%	223
2022 Q1	$1.05M	Buy	21,691 +1,794	+9%	+$96K	0.29%	25
2021 Q4	$955K	Sell	19,897 -10,324	-34%	-$508K	0.27%	28
2021 Q3	$1.4M	Buy	30,221 +4,224	+16%	+$196K	0.51%	16
2021 Q2	$1.18M	Buy	25,997 +12,585	+94%	+$562K	0.44%	18
2021 Q1	$524K	Buy	+13,412	New	+$475K	0.22%	40

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

KB Financial Partners's WFC Position: Q3 2023 in Review

KB Financial Partners reduced its Wells Fargo (WFC) stake by 10% in Q3 2023, selling an estimated $9.93K and leaving 2,041 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #211.

KB Financial Partners first reported a position in WFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2021. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

KB Financial Partners held 2,041 shares of Wells Fargo worth $83K as of Q3 2023.
KB Financial Partners sold 230 Wells Fargo shares in Q3 2023, an estimated $9.93K.
Wells Fargo made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #211 holding.
KB Financial Partners first reported a position in Wells Fargo in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Wells Fargo position peaked at $1.4M in Q3 2021.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.