WealthSpring Partners’s Wells Fargo WFC Stock Holding History

WealthSpring Partners’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	$345K	Sell	8,455 -1,991	-19%	-$86K	0.26%	54
2023 Q2	$446K	Buy	10,446 +10	+0.1%	+$403	0.32%	47
2023 Q1	$390K	Sell	10,436 -556	-5%	-$24.2K	0.3%	48
2022 Q4	$454K	Buy	10,992 +10	+0.1%	+$443	0.35%	47
2022 Q3	$442K	Buy	+10,982	New	+$472K	0.39%	46

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

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

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

Norges Bank Oslo, Norway $935B AUM

WealthSpring Partners's WFC Position: Q3 2023 in Review

WealthSpring Partners reduced its Wells Fargo (WFC) stake by 19% in Q3 2023, selling an estimated $86K and leaving 8,455 shares worth $345K. The position accounts for 0.26% of the portfolio, ranked #54.

WealthSpring Partners first reported a position in WFC in Q3 2022 and has held it in 5 quarters since. The position peaked at $454K in Q4 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

WealthSpring Partners held 8,455 shares of Wells Fargo worth $345K as of Q3 2023.
WealthSpring Partners sold 1,991 Wells Fargo shares in Q3 2023, an estimated $86K.
Wells Fargo made up 0.26% of WealthSpring Partners's portfolio in Q3 2023, its #54 holding.
WealthSpring Partners first reported a position in Wells Fargo in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's Wells Fargo position peaked at $454K in Q4 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.