Weiss Multi-Strategy Advisers’s Wells Fargo WFC Stock Holding History

Weiss Multi-Strategy Advisers’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
2021 Q1	–	Sell	-1,000,000	Closed	-$30.2M	–	852
2020 Q4	$30.2M	Buy	+1,000,000	New	+$25.9M	0.58%	34
2019 Q4	–	Sell	-500,000	Closed	-$25.2M	–	742
2019 Q3	$25.2M	Buy	+500,000	New	+$23.6M	0.51%	45
2018 Q1	–	Sell	-687,000	Closed	-$41.7M	–	664
2017 Q4	$41.7M	Buy	+687,000	New	+$38.8M	1.07%	5

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Weiss Multi-Strategy Advisers's WFC Position: Q4 2023 in Review

Weiss Multi-Strategy Advisers sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 225,916 shares — an estimated $9.23M sold.

Weiss Multi-Strategy Advisers first reported a position in WFC in Q3 2013 and held it in 20 quarters. The position peaked at $47.8M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Weiss Multi-Strategy Advisers reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 225,916 Wells Fargo shares in Q4 2023, an estimated $9.23M.
Weiss Multi-Strategy Advisers first reported a position in Wells Fargo in Q3 2013 and held it in 20 quarters.
Weiss Multi-Strategy Advisers's Wells Fargo position peaked at $47.8M in Q4 2021.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q4 2023, filed 14 Feb 2024.