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Unionview LLC’s Wells Fargo WFC Stock Holding History

Unionview LLC’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
Q3 		– Sell
-5,748
Closed -$245K – 84
2023
Q2 		$245K Sell
5,748
-160
-3% -$6.44K 0.22% 72
2023
Q1 		$221K Sell
5,908
-727
-11% -$31.7K 0.21% 77
2022
Q4 		$274K Hold
6,635
– – 0.27% 62
2022
Q3 		$267K Hold
6,635
– – 0.3% 59
2022
Q2 		$260K Buy
6,635
+38
+0.6% +$1.67K 0.29% 66
2022
Q1 		$320K Sell
6,597
-129
-2% -$6.9K 0.3% 61
2021
Q4 		$323K Buy
+6,726
New +$331K 0.3% 59

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Unionview LLC's WFC Position: Q3 2023 in Review

Unionview LLC sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 5,748 shares — an estimated $245K sold.

Unionview LLC first reported a position in WFC in Q4 2021 and held it in 7 quarters. The position peaked at $323K in Q4 2021. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Unionview LLC reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • Unionview LLC sold 5,748 Wells Fargo shares in Q3 2023, an estimated $245K.
  • Unionview LLC first reported a position in Wells Fargo in Q4 2021 and held it in 7 quarters.
  • Unionview LLC's Wells Fargo position peaked at $323K in Q4 2021.
  • 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Unionview LLC's 13F filing for Q3 2023, filed 30 Oct 2023.