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Timelo Investment Management’s Wells Fargo WFC Stock Holding History

Timelo 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
2023
Q1 		– Sell
-45,000
Closed -$1.86M – 54
2022
Q4 		$1.86M Buy
+45,000
New +$1.99M 1.37% 19

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Timelo Investment Management's WFC Position: Q1 2023 in Review

Timelo Investment Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 45,000 shares — an estimated $1.86M sold.

Timelo Investment Management first reported a position in WFC in Q4 2022 and held it in 1 quarter. The position peaked at $1.86M in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

  • Timelo Investment Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
  • Timelo Investment Management sold 45,000 Wells Fargo shares in Q1 2023, an estimated $1.86M.
  • Timelo Investment Management first reported a position in Wells Fargo in Q4 2022 and held it in 1 quarter.
  • Timelo Investment Management's Wells Fargo position peaked at $1.86M in Q4 2022.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Timelo Investment Management's 13F filing for Q1 2023, filed 11 May 2023.