Wells Fargo
CISO

Wells Fargo’s CISO Global CISO Stock Holding History

Wells Fargo’s Portfolio CISO Stock Details CISO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-47
Closed -$57 – 6986
2024
Q1 		$57 Buy
47
+1
+2% +$2 ﹤0.01% 6790
2023
Q4 		$70 Buy
46
+3
+7% +$5 ﹤0.01% 6854
2023
Q3 		$91 Buy
43
+16
+59% +$42 ﹤0.01% 6795
2023
Q2 		$73 Sell
27
-738
-96% -$2.46K ﹤0.01% 6944
2023
Q1 		$3.88K Buy
+765
New +$12.5K ﹤0.01% 6107
2022
Q4 		– Sell
-56
Closed -$2K – 7497
2022
Q3 		$2K Sell
56
-27
-33% -$1.26K ﹤0.01% 6135
2022
Q2 		$4K Buy
83
+67
+419% +$5.2K ﹤0.01% 6073
2022
Q1 		$1K Buy
+16
New +$1.13K ﹤0.01% 6766

Other funds holding CISO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FIM
Fernwood Investment Management Quincy, Massachusetts $288M AUM 33.54% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo's CISO Position: Q2 2024 in Review

Wells Fargo sold out of CISO Global (CISO) in Q2 2024, closing a stake of 47 shares — an estimated $57 sold.

Wells Fargo first reported a position in CISO in Q1 2022 and held it in 8 quarters. The position peaked at $4K in Q2 2022. 17 funds tracked by Wall St. Rank hold CISO as of Q2 2024.

  • Wells Fargo reported no remaining CISO Global position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 47 CISO Global shares in Q2 2024, an estimated $57.
  • Wells Fargo first reported a position in CISO Global in Q1 2022 and held it in 8 quarters.
  • Wells Fargo's CISO Global position peaked at $4K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held CISO Global as of Q2 2024.

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