Quantamental Technologies’s Wells Fargo WFC Stock Holding History

Quantamental Technologies’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
2023 Q2	–	Sell	-10,098	Closed	-$377K	–	666
2023 Q1	$377K	Sell	10,098 -23,246	-70%	-$1.01M	0.2%	169
2022 Q4	$1.38M	Buy	+33,344	New	+$1.48M	0.63%	21
2022 Q2	–	Sell	-11,495	Closed	-$557K	–	580
2022 Q1	$557K	Buy	11,495 +5,995	+109%	+$321K	0.32%	110
2021 Q4	$264K	Buy	+5,500	New	+$271K	0.13%	277
2021 Q1	–	Sell	-10,070	Closed	-$304K	–	143
2020 Q4	$304K	Sell	10,070 -76,296	-88%	-$1.98M	0.95%	41
2020 Q3	$2.03M	Buy	+86,366	New	+$2.13M	1.5%	10
2020 Q1	–	Sell	-7,195	Closed	-$387K	–	405
2019 Q4	$387K	Buy	+7,195	New	+$377K	0.2%	178
2019 Q2	–	Sell	-5,832	Closed	-$282K	–	1842
2019 Q1	$282K	Buy	+5,832	New	+$287K	0.13%	256

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Norges Bank Oslo, Norway $935B AUM

Quantamental Technologies's WFC Position: Q2 2023 in Review

Quantamental Technologies sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 10,098 shares — an estimated $377K sold.

Quantamental Technologies first reported a position in WFC in Q1 2019 and held it in 8 quarters. The position peaked at $2.03M in Q3 2020. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Quantamental Technologies reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Quantamental Technologies sold 10,098 Wells Fargo shares in Q2 2023, an estimated $377K.
Quantamental Technologies first reported a position in Wells Fargo in Q1 2019 and held it in 8 quarters.
Quantamental Technologies's Wells Fargo position peaked at $2.03M in Q3 2020.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Quantamental Technologies's 13F filing for Q2 2023, filed 14 Aug 2023.