Wells Fargo’s BranchOut Food BOF Stock Holding History

Wells Fargo’s Portfolio BOF Stock Details BOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9	Closed	-$17	–	6945
2024 Q1	$17	Hold	9	–	–	﹤0.01%	7157
2023 Q4	$11	Buy	9 +1	+13%	+$2	﹤0.01%	7360
2023 Q3	$17	Buy	+8	New	+$20	﹤0.01%	7255

Other funds holding BOF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CSIC

Clifford Swan Investment Counsel Pasadena, California $2.94B AUM 21.31% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

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

DIS

Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's BOF Position: Q2 2024 in Review

Wells Fargo sold out of BranchOut Food (BOF) in Q2 2024, closing a stake of 9 shares — an estimated $17 sold.

Wells Fargo first reported a position in BOF in Q3 2023 and held it in 3 quarters. The position peaked at $17 in Q1 2024. 8 funds tracked by Wall St. Rank hold BOF as of Q2 2024.

Wells Fargo reported no remaining BranchOut Food position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 9 BranchOut Food shares in Q2 2024, an estimated $17.
Wells Fargo first reported a position in BranchOut Food in Q3 2023 and held it in 3 quarters.
Wells Fargo's BranchOut Food position peaked at $17 in Q1 2024.
8 funds tracked by Wall St. Rank held BranchOut Food as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.