Latitude Advisors’s Wells Fargo WFC Stock Holding History

Latitude Advisors’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	-6,148	Closed	-$230K	–	196
2023 Q1	$230K	Sell	6,148 -1,583	-20%	-$69K	0.17%	144
2022 Q4	$319K	Sell	7,731 -1,084	-12%	-$48K	0.24%	100
2022 Q3	$355K	Sell	8,815 -997	-10%	-$42.8K	0.29%	86
2022 Q2	$384K	Sell	9,812 -19,046	-66%	-$836K	0.35%	82
2022 Q1	$1.4M	Buy	28,858 +13,985	+94%	+$748K	0.31%	72
2021 Q4	$714K	Sell	14,873 -1,184	-7%	-$58.3K	0.2%	110
2021 Q3	$745K	Buy	16,057 +8,211	+105%	+$380K	0.24%	84
2021 Q2	$355K	Sell	7,846 -213	-3%	-$9.51K	0.26%	93
2021 Q1	$315K	Sell	8,059 -8,338	-51%	-$295K	0.26%	98
2020 Q4	$495K	Buy	+16,397	New	+$424K	0.44%	55

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

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

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

Norges Bank Oslo, Norway $935B AUM

Latitude Advisors's WFC Position: Q2 2023 in Review

Latitude Advisors sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 6,148 shares — an estimated $230K sold.

Latitude Advisors first reported a position in WFC in Q4 2020 and held it in 10 quarters. The position peaked at $1.4M in Q1 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Latitude Advisors reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Latitude Advisors sold 6,148 Wells Fargo shares in Q2 2023, an estimated $230K.
Latitude Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 10 quarters.
Latitude Advisors's Wells Fargo position peaked at $1.4M in Q1 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Latitude Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.