Motiv8 Investments’s Wells Fargo WFC Stock Holding History

Motiv8 Investments’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	-5,005	Closed	-$246K	–	100
2023 Q4	$246K	Buy	+5,005	New	+$216K	0.22%	78

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

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

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

Motiv8 Investments's WFC Position: Q1 2024 in Review

Motiv8 Investments sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 5,005 shares — an estimated $246K sold.

Motiv8 Investments first reported a position in WFC in Q4 2023 and held it in 1 quarter. The position peaked at $246K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Motiv8 Investments reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Motiv8 Investments sold 5,005 Wells Fargo shares in Q1 2024, an estimated $246K.
Motiv8 Investments first reported a position in Wells Fargo in Q4 2023 and held it in 1 quarter.
Motiv8 Investments's Wells Fargo position peaked at $246K in Q4 2023.
2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Motiv8 Investments's 13F filing for Q1 2024, filed 30 May 2024.