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NuWave Investment Management’s Wells Fargo WFC Stock Holding History

NuWave 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
2022
Q3 		– Sell
-2,087
Closed -$82K – 391
2022
Q2 		$82K Sell
2,087
-4,046
-66% -$178K 0.11% 185
2022
Q1 		$297K Buy
6,133
+1,099
+22% +$58.8K 0.4% 85
2021
Q4 		$242K Buy
+5,034
New +$248K 0.27% 128
2021
Q1 		– Sell
-7,306
Closed -$220K – 435
2020
Q4 		$220K Buy
7,306
+2,799
+62% +$72.5K 0.29% 108
2020
Q3 		$106K Buy
4,507
+1,339
+42% +$33K 0.16% 173
2020
Q2 		$85K Sell
3,168
-2,631
-45% -$72K 0.11% 161
2020
Q1 		$166K Sell
5,799
-8,091
-58% -$344K 0.36% 68
2019
Q4 		$748K Buy
13,890
+13,092
+1,641% +$686K 0.73% 36
2019
Q3 		$39K Buy
798
+439
+122% +$20.7K 0.04% 275
2019
Q2 		$17K Sell
359
-1,350
-79% -$63.1K 0.02% 315
2019
Q1 		$83K Buy
1,709
+1,648
+2,702% +$81.1K 0.1% 194
2018
Q4 		$3K Sell
61
-1,238
-95% -$63.4K 0.01% 341
2018
Q3 		$68K Buy
1,299
+1,165
+869% +$66.5K 0.1% 192
2018
Q2 		$7K Buy
+134
New +$7.18K 0.01% 234
2014
Q3 		$7K Sell
133
-315
-70% -$16.2K 0.02% 194
2014
Q2 		$24K Buy
448
+396
+762% +$19.9K 0.06% 205
2014
Q1 		$3K Sell
52
-235
-82% -$10.9K 0.01% 265
2013
Q4 		$13K Sell
287
-438
-60% -$18.9K 0.01% 227
2013
Q3 		$30K Buy
725
+361
+99% +$15.4K 0.03% 200
2013
Q2 		$15K Buy
+364
New +$14.2K 0.02% 232

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

NuWave Investment Management's WFC Position: Q3 2022 in Review

NuWave Investment Management sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 2,087 shares — an estimated $82K sold.

NuWave Investment Management first reported a position in WFC in Q2 2013 and held it in 20 quarters. The position peaked at $748K in Q4 2019. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • NuWave Investment Management reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • NuWave Investment Management sold 2,087 Wells Fargo shares in Q3 2022, an estimated $82K.
  • NuWave Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 20 quarters.
  • NuWave Investment Management's Wells Fargo position peaked at $748K in Q4 2019.
  • 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.