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Van Leeuwen & Company’s Wells Fargo WFC Stock Holding History

Van Leeuwen & Company’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 		$2.93M Sell
50,601
-5,624
-10% -$294K 1.49% 22
2023
Q4 		$2.77M Sell
56,225
-27,697
-33% -$1.2M 1.61% 19
2023
Q3 		$3.43M Buy
83,922
+62,545
+293% +$2.7M 2.14% 17
2023
Q2 		$928K Sell
21,377
-642
-3% -$25.8K 0.58% 46
2023
Q1 		$823K Buy
+22,019
New +$960K 0.55% 49

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Van Leeuwen & Company's WFC Position: Q1 2024 in Review

Van Leeuwen & Company reduced its Wells Fargo (WFC) stake by 10% in Q1 2024, selling an estimated $294K and leaving 50,601 shares worth $2.93M. The position accounts for 1.49% of the portfolio, ranked #22.

Van Leeuwen & Company first reported a position in WFC in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.43M in Q3 2023. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Van Leeuwen & Company held 50,601 shares of Wells Fargo worth $2.93M as of Q1 2024.
  • Van Leeuwen & Company sold 5,624 Wells Fargo shares in Q1 2024, an estimated $294K.
  • Wells Fargo made up 1.49% of Van Leeuwen & Company's portfolio in Q1 2024, its #22 holding.
  • Van Leeuwen & Company first reported a position in Wells Fargo in Q1 2023 and has held it in 5 quarters since.
  • Van Leeuwen & Company's Wells Fargo position peaked at $3.43M in Q3 2023.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.