Wells Fargo
INLX icon

Wells Fargo’s Intellinetics INLX Stock Holding History

Wells Fargo’s Portfolio INLX Stock Details INLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$203 – 7162
2024
Q1 		$203 Buy
23
+1
+5% +$7 ﹤0.01% 6491
2023
Q4 		$111 Buy
22
+1
+5% +$4 ﹤0.01% 6739
2023
Q3 		$96 Sell
21
-1
-5% -$4 ﹤0.01% 6782
2023
Q2 		$81 Buy
22
+1
+5% +$4 ﹤0.01% 6921
2023
Q1 		$84 Hold
21
– – ﹤0.01% 6972
2022
Q4 		$90 Buy
+21
New +$86 ﹤0.01% 6820

Other funds holding INLX

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo's INLX Position: Q2 2024 in Review

Wells Fargo sold out of Intellinetics (INLX) in Q2 2024, closing a stake of 23 shares — an estimated $203 sold.

Wells Fargo first reported a position in INLX in Q4 2022 and held it in 6 quarters. The position peaked at $203 in Q1 2024. 10 funds tracked by Wall St. Rank hold INLX as of Q2 2024.

  • Wells Fargo reported no remaining Intellinetics position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 23 Intellinetics shares in Q2 2024, an estimated $203.
  • Wells Fargo first reported a position in Intellinetics in Q4 2022 and held it in 6 quarters.
  • Wells Fargo's Intellinetics position peaked at $203 in Q1 2024.
  • 10 funds tracked by Wall St. Rank held Intellinetics as of Q2 2024.

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