Nexus Investment Management’s Wells Fargo WFC Stock Holding History

Nexus Investment 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 Q2	–	Sell	-5,500	Closed	-$319K	–	78
2024 Q1	$319K	Sell	5,500 -1,000	-15%	-$52.3K	0.03%	67
2023 Q4	$320K	Hold	6,500	–	–	0.03%	65
2023 Q3	$266K	Hold	6,500	–	–	0.03%	66
2023 Q2	$277K	Hold	6,500	–	–	0.03%	65
2023 Q1	$243K	Hold	6,500	–	–	0.03%	68
2022 Q4	$268K	Sell	6,500 -2,500	-28%	-$111K	0.03%	67
2022 Q3	$362K	Hold	9,000	–	–	0.05%	57
2022 Q2	$353K	Hold	9,000	–	–	0.04%	58
2022 Q1	$436K	Sell	9,000 -470	-5%	-$25.2K	0.05%	57
2021 Q4	$454K	Hold	9,470	–	–	0.05%	58
2021 Q3	$440K	Sell	9,470 -4,000	-30%	-$185K	0.05%	57
2021 Q2	$610K	Sell	13,470 -2,500	-16%	-$112K	0.06%	54
2021 Q1	$624K	Hold	15,970	–	–	0.07%	52
2020 Q4	$477K	Sell	15,970 -100	-0.6%	-$2.59K	0.06%	56
2020 Q3	$378K	Hold	16,070	–	–	0.06%	58
2020 Q2	$411K	Buy	16,070 +470	+3%	+$12.9K	0.06%	54
2020 Q1	$448K	Sell	15,600 -4,500	-22%	-$191K	0.08%	51
2019 Q4	$1.08M	Hold	20,100	–	–	0.15%	41
2019 Q3	$1.01M	Hold	20,100	–	–	0.14%	41
2019 Q2	$951K	Sell	20,100 -3,100	-13%	-$145K	0.13%	44
2019 Q1	$1.12M	Sell	23,200 -6,700	-22%	-$330K	0.17%	42
2018 Q4	$1.38M	Hold	29,900	–	–	0.24%	38
2018 Q3	$1.57M	Hold	29,900	–	–	0.22%	39
2018 Q2	$1.66M	Hold	29,900	–	–	0.25%	39
2018 Q1	$1.57M	Hold	29,900	–	–	0.24%	38
2017 Q4	$1.81M	Hold	29,900	–	–	0.27%	35
2017 Q3	$1.65M	Hold	29,900	–	–	0.26%	35
2017 Q2	$1.66M	Buy	29,900 +3,000	+11%	+$161K	0.27%	36
2017 Q1	$1.5M	Hold	26,900	–	–	0.26%	35
2016 Q4	$1.48M	Hold	26,900	–	–	0.25%	37
2016 Q3	$1.19M	Sell	26,900 -3,375	-11%	-$161K	0.22%	39
2016 Q2	$1.43M	Buy	30,275 +1,175	+4%	+$57.3K	0.27%	39
2016 Q1	$1.41M	Hold	29,100	–	–	0.27%	40
2015 Q4	$1.58M	Buy	29,100 +2,200	+8%	+$119K	0.32%	40
2015 Q3	$1.38M	Hold	26,900	–	–	0.29%	37
2015 Q2	$1.51M	Hold	26,900	–	–	0.29%	35
2015 Q1	$1.46M	Hold	26,900	–	–	0.29%	34
2014 Q4	$1.48M	Hold	26,900	–	–	0.28%	36
2014 Q3	$1.4M	Hold	26,900	–	–	0.26%	37
2014 Q2	$1.41M	Hold	26,900	–	–	0.26%	36
2014 Q1	$1.34M	Hold	26,900	–	–	0.26%	37
2013 Q4	$1.22M	Hold	26,900	–	–	0.25%	38
2013 Q3	$1.11M	Hold	26,900	–	–	0.24%	40
2013 Q2	$1.16M	Buy	+26,900	New	+$1.05M	0.26%	36

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Nexus Investment Management's WFC Position: Q2 2024 in Review

Nexus Investment Management sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 5,500 shares — an estimated $319K sold.

Nexus Investment Management first reported a position in WFC in Q2 2013 and held it in 44 quarters. The position peaked at $1.81M in Q4 2017. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Nexus Investment Management reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
Nexus Investment Management sold 5,500 Wells Fargo shares in Q2 2024, an estimated $319K.
Nexus Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 44 quarters.
Nexus Investment Management's Wells Fargo position peaked at $1.81M in Q4 2017.
2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Nexus Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.