Lakewood Asset Management’s Wells Fargo WFC Stock Holding History

Lakewood Asset 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 Q1	–	Sell	-904	Closed	-$37K	–	302
2022 Q4	$37K	Buy	+904	New	+$40K	0.03%	197

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

Lakewood Asset Management's WFC Position: Q1 2023 in Review

Lakewood Asset Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 904 shares — an estimated $37K sold.

Lakewood Asset Management first reported a position in WFC in Q4 2022 and held it in 1 quarter. The position peaked at $37K in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Lakewood Asset Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 904 Wells Fargo shares in Q1 2023, an estimated $37K.
Lakewood Asset Management first reported a position in Wells Fargo in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's Wells Fargo position peaked at $37K in Q4 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.