Neo Ivy Capital Management’s Wells Fargo WFC Stock Holding History

Neo Ivy Capital 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
2022 Q4	$681K	Buy	16,482 +10,548	+178%	+$467K	0.46%	93
2022 Q3	$239K	Buy	+5,934	New	+$255K	0.63%	42
2022 Q2	–	Sell	-4,918	Closed	-$238K	–	633
2022 Q1	$238K	Buy	4,918 +1,360	+38%	+$72.8K	0.21%	174
2021 Q4	$171K	Sell	3,558 -23,719	-87%	-$1.17M	0.25%	153
2021 Q3	$698K	Buy	+27,277	New	+$1.26M	0.8%	18
2020 Q4	–	Sell	-19,456	Closed	-$457K	–	601
2020 Q3	$457K	Sell	19,456 -7,821	-29%	-$193K	0.46%	55
2020 Q2	$698K	Buy	27,277 +27,059	+12,412%	+$740K	0.8%	18
2020 Q1	$6K	Buy	+218	New	+$9.27K	0.01%	428

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

Neo Ivy Capital Management's WFC Position: Q4 2022 in Review

Neo Ivy Capital Management increased its Wells Fargo (WFC) stake by 178% in Q4 2022, buying an estimated $467K and bringing the position to 16,482 shares worth $681K. The position accounts for 0.46% of the portfolio, ranked #93.

Neo Ivy Capital Management first reported a position in WFC in Q1 2020 and has held it in 8 quarters since. The position peaked at $698K in Q3 2021. 2,067 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Neo Ivy Capital Management held 16,482 shares of Wells Fargo worth $681K as of Q4 2022.
Neo Ivy Capital Management bought 10,548 Wells Fargo shares in Q4 2022, an estimated $467K.
Wells Fargo made up 0.46% of Neo Ivy Capital Management's portfolio in Q4 2022, its #93 holding.
Neo Ivy Capital Management first reported a position in Wells Fargo in Q1 2020 and has held it in 8 quarters since.
Neo Ivy Capital Management's Wells Fargo position peaked at $698K in Q3 2021.
2,067 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.