Sabadell Asset Management’s Wells Fargo WFC Stock Holding History

Sabadell Asset 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
2023 Q1	–	Sell	-109,642	Closed	-$4.69M	–	119
2022 Q4	$4.69M	Sell	109,642 -51,749	-32%	-$2.29M	0.97%	43
2022 Q3	$6.99M	Buy	161,391 +97,926	+154%	+$4.21M	1.54%	25
2022 Q2	$2.46M	Hold	63,465	–	–	0.52%	52
2022 Q1	$3.03M	Sell	63,465 -171,306	-73%	-$9.17M	0.52%	61
2021 Q4	$13.1M	Hold	234,771	–	–	2.1%	9
2021 Q3	$10.9M	Buy	234,771 +4,003	+2%	+$185K	1.88%	10
2021 Q2	$10.5M	Buy	+230,768	New	+$10.3M	1.8%	9

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Sabadell Asset Management's WFC Position: Q1 2023 in Review

Sabadell Asset Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 109,642 shares — an estimated $4.69M sold.

Sabadell Asset Management first reported a position in WFC in Q2 2021 and held it in 7 quarters. The position peaked at $13.1M in Q4 2021. 1,991 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Sabadell Asset Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Sabadell Asset Management sold 109,642 Wells Fargo shares in Q1 2023, an estimated $4.69M.
Sabadell Asset Management first reported a position in Wells Fargo in Q2 2021 and held it in 7 quarters.
Sabadell Asset Management's Wells Fargo position peaked at $13.1M in Q4 2021.
1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Sabadell Asset Management's 13F filing for Q1 2023, filed 23 Jan 2024.