Moody Aldrich Partners’s Wells Fargo WFC Stock Holding History

Moody Aldrich 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
2022 Q4	–	Sell	-42,069	Closed	-$1.69M	–	178
2022 Q3	$1.69M	Hold	42,069	–	–	0.35%	89
2022 Q2	$1.65M	Hold	42,069	–	–	0.32%	90
2022 Q1	$2.04M	Hold	42,069	–	–	0.29%	85
2021 Q4	$2.02M	Sell	42,069 -12,113	-22%	-$596K	0.28%	91
2021 Q3	$2.52M	Hold	54,182	–	–	0.32%	88
2021 Q2	$2.45M	Buy	+54,182	New	+$2.42M	0.34%	91

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moody Aldrich Partners's WFC Position: Q4 2022 in Review

Moody Aldrich Partners sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 42,069 shares — an estimated $1.69M sold.

Moody Aldrich Partners first reported a position in WFC in Q2 2021 and held it in 6 quarters. The position peaked at $2.52M in Q3 2021. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Moody Aldrich Partners reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Moody Aldrich Partners sold 42,069 Wells Fargo shares in Q4 2022, an estimated $1.69M.
Moody Aldrich Partners first reported a position in Wells Fargo in Q2 2021 and held it in 6 quarters.
Moody Aldrich Partners's Wells Fargo position peaked at $2.52M in Q3 2021.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Moody Aldrich Partners's 13F filing for Q4 2022, filed 24 Jan 2023.