TimeScale Financial’s Wells Fargo WFC Stock Holding History

TimeScale Financial’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 Q2	$25.7K	Buy	602 +4	+0.7%	+$161	0.01%	273
2023 Q1	$22.3K	Buy	598 +8	+1%	+$349	0.01%	275
2022 Q4	$23.7K	Buy	590 +1	+0.2%	+$44	0.01%	218
2022 Q3	$24K	Buy	589 +3	+0.5%	+$129	0.01%	217
2022 Q2	$23K	Buy	586 +3	+0.5%	+$132	0.01%	215
2022 Q1	$28K	Buy	583 +3	+0.5%	+$161	0.01%	216
2021 Q4	$28K	Buy	580 +3	+0.5%	+$148	0.01%	217
2021 Q3	$27K	Buy	577 +2	+0.3%	+$93	0.01%	218
2021 Q2	$26K	Buy	575 +1	+0.2%	+$45	0.01%	226
2021 Q1	$22K	Buy	574 +2	+0.3%	+$71	0.01%	259
2020 Q4	$17K	Sell	572 -426	-43%	-$11K	﹤0.01%	241
2020 Q3	$24K	Buy	998 +303	+44%	+$7.47K	0.01%	209
2020 Q2	$18K	Sell	695 -498	-42%	-$13.6K	0.01%	239
2020 Q1	$34K	Hold	1,193	–	–	0.01%	165
2019 Q4	$64K	Hold	1,193	–	–	0.02%	152
2019 Q3	$60K	Sell	1,193 -460	-28%	-$21.7K	0.02%	161
2019 Q2	$78K	Buy	+1,653	New	+$77.3K	0.03%	143

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TimeScale Financial's WFC Position: Q2 2023 in Review

TimeScale Financial increased its Wells Fargo (WFC) stake by 0.67% in Q2 2023, buying an estimated $161 and bringing the position to 602 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #273.

TimeScale Financial first reported a position in WFC in Q2 2019 and has held it in 17 quarters since. The position peaked at $78K in Q2 2019. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

TimeScale Financial held 602 shares of Wells Fargo worth $25.7K as of Q2 2023.
TimeScale Financial bought 4 Wells Fargo shares in Q2 2023, an estimated $161.
Wells Fargo made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #273 holding.
TimeScale Financial first reported a position in Wells Fargo in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Wells Fargo position peaked at $78K in Q2 2019.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.