Wells Fargo
AZIO

Wells Fargo’s Azio AI Holdings AZIO Stock Holding History

Wells Fargo’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10
Closed -$265 – 7066
2024
Q1 		$265 Hold
10
– – ﹤0.01% 6433
2023
Q4 		$131 Buy
10
+1
+11% +$14 ﹤0.01% 6702
2023
Q3 		$144 Hold
9
– – ﹤0.01% 6664
2023
Q2 		$195 Hold
9
– – ﹤0.01% 6710
2023
Q1 		$280 Hold
9
– – ﹤0.01% 6686
2022
Q4 		$187 Hold
9
– – ﹤0.01% 6637
2022
Q3 		$0 Buy
+9
New +$451 ﹤0.01% 6836

Other funds holding AZIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IFAM
Institutional & Family Asset Management Fort Collins, Colorado $654M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wells Fargo's AZIO Position: Q2 2024 in Review

Wells Fargo sold out of Azio AI Holdings (AZIO) in Q2 2024, closing a stake of 10 shares — an estimated $265 sold.

Wells Fargo first reported a position in AZIO in Q3 2022 and held it in 7 quarters. The position peaked at $280 in Q1 2023. 20 funds tracked by Wall St. Rank hold AZIO as of Q2 2024.

  • Wells Fargo reported no remaining Azio AI Holdings position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 10 Azio AI Holdings shares in Q2 2024, an estimated $265.
  • Wells Fargo first reported a position in Azio AI Holdings in Q3 2022 and held it in 7 quarters.
  • Wells Fargo's Azio AI Holdings position peaked at $280 in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2024.

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