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Tevis Investment Management’s Wells Fargo WFC Stock Holding History

Tevis Investment 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
2022
Q4 		– Sell
-2,641
Closed -$106K – 196
2022
Q3 		$106K Buy
2,641
+430
+19% +$18.5K 0.1% 124
2022
Q2 		$86K Buy
2,211
+382
+21% +$16.8K 0.08% 142
2022
Q1 		$89K Buy
1,829
+772
+73% +$41.3K 0.08% 153
2021
Q4 		$50K Buy
+1,057
New +$52K 0.04% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tevis Investment Management's WFC Position: Q4 2022 in Review

Tevis Investment Management sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 2,641 shares — an estimated $106K sold.

Tevis Investment Management first reported a position in WFC in Q4 2021 and held it in 4 quarters. The position peaked at $106K in Q3 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Tevis Investment Management reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 2,641 Wells Fargo shares in Q4 2022, an estimated $106K.
  • Tevis Investment Management first reported a position in Wells Fargo in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's Wells Fargo position peaked at $106K in Q3 2022.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.