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Occudo Quantitative Strategies’s Wells Fargo WFC Stock Holding History

Occudo Quantitative Strategies’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
Q2 		– Sell
-30,890
Closed -$1.5M – 1410
2022
Q1 		$1.5M Buy
+30,890
New +$1.65M 0.13% 257
2021
Q2 		– Sell
-12,655
Closed -$494K – 1073
2021
Q1 		$494K Sell
12,655
-4,576
-27% -$162K 0.11% 339
2020
Q4 		$520K Buy
+17,231
New +$446K 0.16% 230

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

Occudo Quantitative Strategies's WFC Position: Q2 2022 in Review

Occudo Quantitative Strategies sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 30,890 shares — an estimated $1.5M sold.

Occudo Quantitative Strategies first reported a position in WFC in Q4 2020 and held it in 3 quarters. The position peaked at $1.5M in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Occudo Quantitative Strategies reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 30,890 Wells Fargo shares in Q2 2022, an estimated $1.5M.
  • Occudo Quantitative Strategies first reported a position in Wells Fargo in Q4 2020 and held it in 3 quarters.
  • Occudo Quantitative Strategies's Wells Fargo position peaked at $1.5M in Q1 2022.
  • 1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2022, filed 15 Aug 2022.