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	$390K	Hold	6,900	–	–	0.01%	681
2024 Q2	$410K	Buy	+6,900	New	+$407K	0.01%	610
2019 Q4	–	Hold	0	–	-$3K	–	147
2019 Q3	–	Hold	0	–	–	–	102
2019 Q2	–	Hold	0	–	–	–	61
2019 Q1	–	Hold	0	–	–	–	49
2017 Q4	–	Hold	0	–	-$43K	–	415
2017 Q3	–	Hold	0	–	–	–	236
2017 Q2	–	Hold	0	–	–	–	542
2017 Q1	–	Hold	0	–	–	–	583

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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. 2,239 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.
2,239 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.