Mitsubishi UFJ Morgan Stanley Securities’s Wells Fargo WFC Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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 Q2	–	Sell	-2,200	Closed	-$128K	–	32
2024 Q1	$128K	Buy	+2,200	New	+$115K	4.57%	6
2023 Q1	–	Sell	-210	Closed	-$9K	–	188
2022 Q4	$9K	Sell	210 -210	-50%	-$9.29K	0.08%	123
2022 Q3	$17K	Hold	420	–	–	0.23%	79
2022 Q2	$16K	Hold	420	–	–	0.02%	90
2022 Q1	$20K	Sell	420 -1,280	-75%	-$68.5K	0.02%	80
2021 Q4	$82K	Sell	1,700 -820	-33%	-$40.4K	0.04%	62
2021 Q3	$117K	Buy	2,520 +1,690	+204%	+$78.2K	0.11%	27
2021 Q2	$38K	Buy	+830	New	+$37.1K	0.28%	64
2014 Q4	$56K	Hold	1,030	–	–	0.11%	43
2014 Q3	$53K	Sell	1,030 -180	-15%	-$9.26K	0.15%	49
2014 Q2	$64K	Sell	1,210 -650	-35%	-$32.7K	0.19%	34
2014 Q1	$93K	Buy	1,860 +230	+14%	+$10.7K	0.25%	25
2013 Q4	$74K	Hold	1,630	–	–	0.12%	29
2013 Q3	$67K	Sell	1,630 -800	-33%	-$34.1K	0.11%	38
2013 Q2	$100K	Buy	+2,430	New	+$94.7K	0.33%	27

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Mitsubishi UFJ Morgan Stanley Securities's WFC Position: Q2 2024 in Review

Mitsubishi UFJ Morgan Stanley Securities sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 2,200 shares — an estimated $128K sold.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in WFC in Q2 2013 and held it in 15 quarters. The position peaked at $128K in Q1 2024. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Mitsubishi UFJ Morgan Stanley Securities reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
Mitsubishi UFJ Morgan Stanley Securities sold 2,200 Wells Fargo shares in Q2 2024, an estimated $128K.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Wells Fargo in Q2 2013 and held it in 15 quarters.
Mitsubishi UFJ Morgan Stanley Securities's Wells Fargo position peaked at $128K in Q1 2024.
2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2024, filed 2 Aug 2024.