MQS Management’s Wells Fargo WFC Stock Holding History

MQS Management’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 Q4	–	Sell	-7,836	Closed	-$443K	–	402
2024 Q3	$443K	Sell	7,836 -2,154	-22%	-$122K	0.25%	161
2024 Q2	$593K	Buy	9,990 +3,790	+61%	+$224K	0.36%	73
2024 Q1	$359K	Buy	+6,200	New	+$324K	0.21%	194
2023 Q2	–	Sell	-12,184	Closed	-$455K	–	615
2023 Q1	$455K	Sell	12,184 -3,790	-24%	-$165K	0.29%	117
2022 Q4	$660K	Buy	+15,974	New	+$707K	0.45%	52
2022 Q2	–	Sell	-4,280	Closed	-$207K	–	566
2022 Q1	$207K	Buy	+4,280	New	+$229K	0.17%	296

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

MQS Management's WFC Position: Q4 2024 in Review

MQS Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 7,836 shares — an estimated $443K sold.

MQS Management first reported a position in WFC in Q1 2022 and held it in 6 quarters. The position peaked at $660K in Q4 2022. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

MQS Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
MQS Management sold 7,836 Wells Fargo shares in Q4 2024, an estimated $443K.
MQS Management first reported a position in Wells Fargo in Q1 2022 and held it in 6 quarters.
MQS Management's Wells Fargo position peaked at $660K in Q4 2022.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on MQS Management's 13F filing for Q4 2024, filed 7 Feb 2025.