Wells Fargo
CDIO icon

Wells Fargo’s Cardio Diagnostics CDIO Stock Holding History

Wells Fargo’s Portfolio CDIO Stock Details CDIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$190 – 6971
2024
Q1 		$190 Hold
4
– – ﹤0.01% 6506
2023
Q4 		$291 Buy
4
+2
+100% +$69 ﹤0.01% 6512
2023
Q3 		$16 Buy
2
+1
+100% +$24 ﹤0.01% 7276
2023
Q2 		$52 Hold
1
– – ﹤0.01% 7042
2023
Q1 		$160 Hold
1
– – ﹤0.01% 6833
2022
Q4 		$43 Buy
+1
New +$108 ﹤0.01% 7062

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $259M AUM 15.06% 1-Year Est. Return

Wells Fargo's CDIO Position: Q2 2024 in Review

Wells Fargo sold out of Cardio Diagnostics (CDIO) in Q2 2024, closing a stake of 4 shares — an estimated $190 sold.

Wells Fargo first reported a position in CDIO in Q4 2022 and held it in 6 quarters. The position peaked at $291 in Q4 2023. 16 funds tracked by Wall St. Rank hold CDIO as of Q2 2024.

  • Wells Fargo reported no remaining Cardio Diagnostics position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 4 Cardio Diagnostics shares in Q2 2024, an estimated $190.
  • Wells Fargo first reported a position in Cardio Diagnostics in Q4 2022 and held it in 6 quarters.
  • Wells Fargo's Cardio Diagnostics position peaked at $291 in Q4 2023.
  • 16 funds tracked by Wall St. Rank held Cardio Diagnostics as of Q2 2024.

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