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SpiderRock Advisors’s Wells Fargo WFC Stock Holding History

SpiderRock 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
2024
Q3 		$8.94M Buy
158,195
+45,389
+40% +$2.57M 0.14% 114
2024
Q2 		$6.7M Sell
112,806
-23,674
-17% -$1.4M 0.13% 106
2024
Q1 		$7.88M Buy
+136,480
New +$7.14M 0.2% 93
2017
Q1 		– Hold
0
– – – 299

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

SpiderRock Advisors's WFC Position: Q3 2024 in Review

SpiderRock Advisors increased its Wells Fargo (WFC) stake by 40% in Q3 2024, buying an estimated $2.57M and bringing the position to 158,195 shares worth $8.94M. The position accounts for 0.14% of the portfolio, ranked #114.

SpiderRock Advisors first reported a position in WFC in Q1 2024 and has held it in 3 quarters since. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • SpiderRock Advisors held 158,195 shares of Wells Fargo worth $8.94M as of Q3 2024.
  • SpiderRock Advisors bought 45,389 Wells Fargo shares in Q3 2024, an estimated $2.57M.
  • Wells Fargo made up 0.14% of SpiderRock Advisors's portfolio in Q3 2024, its #114 holding.
  • SpiderRock Advisors first reported a position in Wells Fargo in Q1 2024 and has held it in 3 quarters since.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.