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Leo Brokerage’s Wells Fargo WFC Stock Holding History

Leo Brokerage’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 		$229K Sell
5,372
-623
-10% -$25.1K 0.03% 274
2023
Q1 		$224K Buy
+5,995
New +$261K 0.03% 269
2022
Q2 		– Sell
-7,333
Closed -$356K – 260
2022
Q1 		$356K Buy
+7,333
New +$392K 0.06% 177
2021
Q3 		$228K Buy
+4,918
New +$228K 0.04% 166

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Leo Brokerage's WFC Position: Q2 2023 in Review

Leo Brokerage reduced its Wells Fargo (WFC) stake by 10% in Q2 2023, selling an estimated $25.1K and leaving 5,372 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #274.

Leo Brokerage first reported a position in WFC in Q3 2021 and has held it in 4 quarters since. The position peaked at $356K in Q1 2022. 1,992 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • Leo Brokerage held 5,372 shares of Wells Fargo worth $229K as of Q2 2023.
  • Leo Brokerage sold 623 Wells Fargo shares in Q2 2023, an estimated $25.1K.
  • Wells Fargo made up 0.03% of Leo Brokerage's portfolio in Q2 2023, its #274 holding.
  • Leo Brokerage first reported a position in Wells Fargo in Q3 2021 and has held it in 4 quarters since.
  • Leo Brokerage's Wells Fargo position peaked at $356K in Q1 2022.
  • 1,992 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.