Mizuho Securities’s Wells Fargo WFC Stock Holding History

Mizuho 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
2023 Q3	–	Sell	-2,600	Closed	-$111K	–	89
2023 Q2	$111K	Buy	+2,600	New	+$105K	0.25%	42
2023 Q1	–	Sell	-1,160	Closed	-$47.9K	–	95
2022 Q4	$47.9K	Sell	1,160 -2,224	-66%	-$98.4K	0.13%	55
2022 Q3	$136K	Buy	3,384 +3,100	+1,092%	+$133K	0.05%	47
2022 Q2	$14K	Sell	284 -951	-77%	-$41.7K	﹤0.01%	88
2022 Q1	$60K	Buy	1,235 +221	+22%	+$11.8K	0.01%	76
2021 Q4	$49K	Buy	1,014 +729	+256%	+$35.9K	0.02%	66
2021 Q3	$13K	Sell	285 -1,140	-80%	-$52.8K	﹤0.01%	92
2021 Q2	$65K	Buy	1,425 +1,139	+398%	+$50.9K	0.01%	75
2021 Q1	$11K	Sell	286 -20	-7%	-$708	﹤0.01%	80
2020 Q4	$9K	Buy	+306	New	+$7.92K	﹤0.01%	95
2020 Q3	–	Sell	-150	Closed	-$4K	–	92
2020 Q2	$4K	Buy	+150	New	+$4.1K	﹤0.01%	71
2020 Q1	–	Sell	-100	Closed	-$5K	–	129
2019 Q4	$5K	Buy	+100	New	+$5.24K	﹤0.01%	139
2019 Q3	–	Sell	-2,000	Closed	-$95K	–	169
2019 Q2	$95K	Buy	+2,000	New	+$93.5K	0.12%	76
2019 Q1	–	Sell	-600	Closed	-$28K	–	148
2018 Q4	$28K	Buy	+600	New	+$30.7K	﹤0.01%	96

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

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

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

Norges Bank Oslo, Norway $935B AUM

Mizuho Securities's WFC Position: Q3 2023 in Review

Mizuho Securities sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 2,600 shares — an estimated $111K sold.

Mizuho Securities first reported a position in WFC in Q4 2018 and held it in 14 quarters. The position peaked at $136K in Q3 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Mizuho Securities reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Mizuho Securities sold 2,600 Wells Fargo shares in Q3 2023, an estimated $111K.
Mizuho Securities first reported a position in Wells Fargo in Q4 2018 and held it in 14 quarters.
Mizuho Securities's Wells Fargo position peaked at $136K in Q3 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Mizuho Securities's 13F filing for Q3 2023, filed 1 Nov 2023.