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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 Sell
3,547
-5,608
-61% -$242K 0.11% 96
2023
Q2 		$303K Buy
9,155
+5,608
+158% +$226K 0.07% 133
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $303K in Q2 2023. 2,200 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 $303K in Q2 2023.
  • 2,200 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.