SkyView Investment Advisors’s Wells Fargo WFC Stock Holding History

SkyView Investment Advisors’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 Q4	–	Sell	-640	Closed	-$26K	–	488
2023 Q3	$26K	Hold	640	–	–	0.01%	307
2023 Q2	$27K	Hold	640	–	–	0.01%	425
2023 Q1	$24K	Hold	640	–	–	0.01%	429
2022 Q4	$26K	Hold	640	–	–	0.01%	395
2022 Q3	$26K	Sell	640 -12,250	-95%	-$526K	0.01%	433
2022 Q2	$505K	Sell	12,890 -22,079	-63%	-$969K	0.13%	227
2022 Q1	$1.65M	Buy	34,969 +5,081	+17%	+$272K	0.39%	64
2021 Q4	$2.12M	Sell	29,888 -23,329	-44%	-$1.15M	0.48%	53
2021 Q3	$2.47M	Buy	53,217 +32,741	+160%	+$1.52M	0.69%	35
2021 Q2	$800K	Hold	20,476	–	–	0.37%	68
2021 Q1	$800K	Buy	20,476 +214	+1%	+$7.58K	0.35%	70
2020 Q4	$612K	Buy	+20,262	New	+$525K	0.29%	79

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SkyView Investment Advisors's WFC Position: Q4 2023 in Review

SkyView Investment Advisors sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 640 shares — an estimated $26K sold.

SkyView Investment Advisors first reported a position in WFC in Q4 2020 and held it in 12 quarters. The position peaked at $2.47M in Q3 2021. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

SkyView Investment Advisors reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 640 Wells Fargo shares in Q4 2023, an estimated $26K.
SkyView Investment Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 12 quarters.
SkyView Investment Advisors's Wells Fargo position peaked at $2.47M in Q3 2021.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.