Seeyond’s Wells Fargo WFC Stock Holding History

Seeyond’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 Q4	$709K	Buy	17,171 +7,311	+74%	+$324K	0.07%	361
2022 Q3	$396K	Sell	9,860 -533	-5%	-$22.9K	0.05%	455
2022 Q2	$407K	Sell	10,393 -209	-2%	-$9.17K	0.05%	472
2022 Q1	$513K	Buy	10,602 +6,282	+145%	+$336K	0.05%	463
2021 Q4	$207K	Hold	4,320	–	–	0.02%	560
2021 Q3	$200K	Sell	4,320 -44	-1%	-$2.04K	0.02%	547
2021 Q2	$197K	Buy	4,364 +20	+0.5%	+$893	0.02%	541
2021 Q1	$169K	Sell	4,344 -19,524	-82%	-$691K	0.02%	561
2020 Q4	$720K	Sell	23,868 -2,785	-10%	-$72.1K	0.07%	373
2020 Q3	$627K	Buy	26,653 +130	+0.5%	+$3.2K	0.07%	376
2020 Q2	$679K	Sell	26,523 -4,560	-15%	-$125K	0.08%	359
2020 Q1	$892K	Sell	31,083 -13,268	-30%	-$564K	0.12%	236
2019 Q4	$2.39M	Sell	44,351 -2,723	-6%	-$143K	0.25%	118
2019 Q3	$2.37M	Sell	47,074 -9,647	-17%	-$454K	0.25%	110
2019 Q2	$2.68M	Buy	56,721 +6,780	+14%	+$317K	0.28%	80
2019 Q1	$2.41M	Buy	49,941 +37,827	+312%	+$1.86M	0.23%	139
2018 Q4	$558K	Buy	+12,114	New	+$620K	0.08%	350

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Seeyond's WFC Position: Q4 2022 in Review

Seeyond increased its Wells Fargo (WFC) stake by 74% in Q4 2022, buying an estimated $324K and bringing the position to 17,171 shares worth $709K. The position accounts for 0.07% of the portfolio, ranked #361.

Seeyond first reported a position in WFC in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.68M in Q2 2019. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Seeyond held 17,171 shares of Wells Fargo worth $709K as of Q4 2022.
Seeyond bought 7,311 Wells Fargo shares in Q4 2022, an estimated $324K.
Wells Fargo made up 0.07% of Seeyond's portfolio in Q4 2022, its #361 holding.
Seeyond first reported a position in Wells Fargo in Q4 2018 and has held it in 17 quarters since.
Seeyond's Wells Fargo position peaked at $2.68M in Q2 2019.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Seeyond's 13F filing for Q4 2022, filed 13 Feb 2023.