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Partners Capital Investment Group’s Wells Fargo WFC Stock Holding History

Partners Capital Investment Group’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
Q1 		– Sell
-7,079
Closed -$348K – 271
2023
Q4 		$348K Buy
+7,079
New +$305K 0.01% 203
2017
Q4 		– Sell
-12,028
Closed -$663K – 82
2017
Q3 		$663K Buy
+12,028
New +$639K 0.11% 35

Other funds holding WFC

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Partners Capital Investment Group's WFC Position: Q1 2024 in Review

Partners Capital Investment Group sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 7,079 shares — an estimated $348K sold.

Partners Capital Investment Group first reported a position in WFC in Q3 2017 and held it in 2 quarters. The position peaked at $663K in Q3 2017. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Partners Capital Investment Group reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 7,079 Wells Fargo shares in Q1 2024, an estimated $348K.
  • Partners Capital Investment Group first reported a position in Wells Fargo in Q3 2017 and held it in 2 quarters.
  • Partners Capital Investment Group's Wells Fargo position peaked at $663K in Q3 2017.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.