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Mission Creek Capital Partners’s Wells Fargo WFC Stock Holding History

Mission Creek Capital 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
2024
Q1 		– Sell
-4,725
Closed -$233K – 249
2023
Q4 		$233K Sell
4,725
-318
-6% -$13.7K 0.06% 210
2023
Q3 		$206K Sell
5,043
-66
-1% -$2.85K 0.07% 207
2023
Q2 		$218K Sell
5,109
-969
-16% -$39K 0.07% 214
2023
Q1 		$227K Sell
6,078
-1,141
-16% -$49.7K 0.08% 206
2022
Q4 		$298K Buy
7,219
+10
+0.1% +$443 0.11% 184
2022
Q3 		$290K Buy
7,209
+11
+0.2% +$473 0.11% 174
2022
Q2 		$282K Sell
7,198
-42
-0.6% -$1.84K 0.09% 189
2022
Q1 		$351K Sell
7,240
-726
-9% -$38.9K 0.09% 186
2021
Q4 		$382K Sell
7,966
-1,269
-14% -$62.5K 0.08% 193
2021
Q3 		$429K Sell
9,235
-1,085
-11% -$50.2K 0.08% 189
2021
Q2 		$467K Sell
10,320
-95
-0.9% -$4.24K 0.08% 170
2021
Q1 		$407K Sell
10,415
-874
-8% -$30.9K 0.06% 172
2020
Q4 		$341K Buy
11,289
+237
+2% +$6.14K 0.1% 169
2020
Q3 		$260K Sell
11,052
-3,619
-25% -$89.2K 0.1% 180
2020
Q2 		$376K Buy
14,671
+986
+7% +$27K 0.2% 122
2020
Q1 		$393K Sell
13,685
-690
-5% -$29.3K 0.21% 104
2019
Q4 		$773K Buy
+14,375
New +$753K 0.35% 80

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mission Creek Capital Partners's WFC Position: Q1 2024 in Review

Mission Creek Capital Partners sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 4,725 shares — an estimated $233K sold.

Mission Creek Capital Partners first reported a position in WFC in Q4 2019 and held it in 17 quarters. The position peaked at $773K in Q4 2019. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Mission Creek Capital Partners reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Mission Creek Capital Partners sold 4,725 Wells Fargo shares in Q1 2024, an estimated $233K.
  • Mission Creek Capital Partners first reported a position in Wells Fargo in Q4 2019 and held it in 17 quarters.
  • Mission Creek Capital Partners's Wells Fargo position peaked at $773K in Q4 2019.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Mission Creek Capital Partners's 13F filing for Q1 2024, filed 14 May 2024.