Spartan Fund Management’s Wells Fargo WFC Stock Holding History

Spartan Fund 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
2024 Q1	–	Sell	-3,547	Closed	-$175K	–	135
2023 Q4	$175K	Hold	3,547	–	–	0.21%	62
2023 Q3	$145K	Hold	3,547	–	–	0.11%	96
2023 Q2	$151K	Hold	3,547	–	–	0.07%	132
2023 Q1	$133K	Hold	3,547	–	–	0.06%	162
2022 Q4	$146K	Hold	3,547	–	–	0.05%	206
2022 Q3	$143K	Hold	3,547	–	–	0.04%	269
2022 Q2	$139K	Buy	+3,547	New	+$156K	0.03%	325

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 $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Spartan Fund Management's WFC Position: Q1 2024 in Review

Spartan Fund Management sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 3,547 shares — an estimated $175K sold.

Spartan Fund Management first reported a position in WFC in Q2 2022 and held it in 7 quarters. The position peaked at $175K in Q4 2023. 2,204 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Spartan Fund Management reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Spartan Fund Management sold 3,547 Wells Fargo shares in Q1 2024, an estimated $175K.
Spartan Fund Management first reported a position in Wells Fargo in Q2 2022 and held it in 7 quarters.
Spartan Fund Management's Wells Fargo position peaked at $175K in Q4 2023.
2,204 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Spartan Fund Management's 13F filing for Q1 2024, filed 23 Apr 2024.