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Paloma Partners’s Wells Fargo WFC Stock Holding History

Paloma Partners’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
-35,100
Closed -$1.98M – 1093
2024
Q3 		$1.98M Buy
+35,100
New +$1.99M 0.05% 282
2023
Q1 		– Sell
-17,100
Closed -$706K – 1004
2022
Q4 		$706K Buy
+17,100
New +$757K 0.03% 441
2020
Q1 		– Sell
-10,400
Closed -$560K – 2146
2019
Q4 		$560K Buy
+10,400
New +$545K 0.01% 1324
2018
Q2 		– Sell
-35,000
Closed -$1.83M – 2271
2018
Q1 		$1.83M Buy
35,000
+10,500
+43% +$624K 0.03% 636
2017
Q4 		$1.49M Sell
24,500
-16,000
-40% -$904K 0.02% 825
2017
Q3 		$2.23M Sell
40,500
-10,600
-21% -$563K 0.03% 663
2017
Q2 		$2.83M Sell
51,100
-205,100
-80% -$11M 0.03% 553
2017
Q1 		$14.3M Sell
256,200
-266,200
-51% -$15.1M 0.17% 79
2016
Q4 		$28.8M Buy
522,400
+69,600
+15% +$3.5M 0.28% 37
2016
Q3 		$20.1M Sell
452,800
-407,300
-47% -$19.5M 0.25% 60
2016
Q2 		$40.7M Buy
860,100
+196,700
+30% +$9.59M 0.45% 24
2016
Q1 		$32.1M Buy
663,400
+623,400
+1,559% +$30.5M 0.53% 21
2015
Q4 		$2.17M Buy
40,000
+16,000
+67% +$869K 0.06% 338
2015
Q3 		$1.23M Buy
+24,000
New +$1.32M 0.03% 547

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Paloma Partners's WFC Position: Q3 2024 in Review

Paloma Partners sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 192,374 shares — an estimated $10.9M sold.

Paloma Partners first reported a position in WFC in Q2 2013 and held it in 38 quarters. The position peaked at $69.4M in Q4 2019. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Paloma Partners reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Paloma Partners sold 192,374 Wells Fargo shares in Q3 2024, an estimated $10.9M.
  • Paloma Partners first reported a position in Wells Fargo in Q2 2013 and held it in 38 quarters.
  • Paloma Partners's Wells Fargo position peaked at $69.4M in Q4 2019.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.