Triad Investment Management’s Wells Fargo WFC Stock Holding History

Triad 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
2024 Q1	$290K	Hold	5,000	–	–	0.35%	36
2023 Q4	$246K	Sell	5,000 -14,036	-74%	-$606K	0.32%	39
2023 Q3	$778K	Hold	19,036	–	–	1.14%	31
2023 Q2	$812K	Hold	19,036	–	–	1.13%	32
2023 Q1	$712K	Hold	19,036	–	–	1.03%	33
2022 Q4	$786K	Hold	19,036	–	–	1.23%	31
2022 Q3	$766K	Hold	19,036	–	–	1.33%	31
2022 Q2	$746K	Hold	19,036	–	–	1.1%	33
2022 Q1	$922K	Hold	19,036	–	–	0.87%	34
2021 Q4	$913K	Buy	+19,036	New	+$937K	0.83%	32
2020 Q4	$639K	Hold	21,174	–	–	0.71%	36
2020 Q3	$498K	Hold	21,174	–	–	0.71%	33
2020 Q2	$542K	Hold	21,174	–	–	0.73%	34
2020 Q1	$608K	Hold	21,174	–	–	1.06%	29
2019 Q4	$1.14M	Sell	21,174 -4,104	-16%	-$215K	1.1%	34
2019 Q3	$1.27M	Buy	25,278 +104	+0.4%	+$4.9K	1.38%	31
2019 Q2	$1.19M	Sell	25,174 -102	-0.4%	-$4.77K	1.23%	31
2019 Q1	$1.22M	Buy	25,276 +102	+0.4%	+$5.02K	1.24%	33
2018 Q4	$1.16M	Buy	+25,174	New	+$1.29M	1.52%	30

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Triad Investment Management's WFC Position: Q1 2024 in Review

Triad Investment Management held its Wells Fargo (WFC) position steady in Q1 2024 at 5,000 shares worth $290K. The position accounts for 0.35% of the portfolio, ranked #36.

Triad Investment Management first reported a position in WFC in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.27M in Q3 2019. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Triad Investment Management held 5,000 shares of Wells Fargo worth $290K as of Q1 2024.
Triad Investment Management left its Wells Fargo share count unchanged in Q1 2024.
Wells Fargo made up 0.35% of Triad Investment Management's portfolio in Q1 2024, its #36 holding.
Triad Investment Management first reported a position in Wells Fargo in Q4 2018 and has held it in 19 quarters since.
Triad Investment Management's Wells Fargo position peaked at $1.27M in Q3 2019.
2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Triad Investment Management's 13F filing for Q1 2024, filed 12 Apr 2024.