Wells Fargo’s Intelligent Protection Management Corp IPM Stock Holding History

Wells Fargo’s Portfolio IPM Stock Details IPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-43	Closed	-$132	–	7574
2024 Q1	$132	Hold	43	–	–	﹤0.01%	6595
2023 Q4	$101	Buy	43 +3	+8%	+$6	﹤0.01%	6768
2023 Q3	$72	Sell	40 -12	-23%	-$23	﹤0.01%	6839
2023 Q2	$97	Buy	52 +2	+4%	+$5	﹤0.01%	6876
2023 Q1	$107	Hold	50	–	–	﹤0.01%	6919
2022 Q4	$66	Hold	50	–	–	﹤0.01%	6920
2022 Q3	$0	Sell	50 -281	-85%	-$505	﹤0.01%	7542
2022 Q2	$1K	Buy	331 +303	+1,082%	+$683	﹤0.01%	6646
2022 Q1	$0	Hold	28	–	–	﹤0.01%	7996
2021 Q4	$0	Buy	28 +9	+47%	+$44	﹤0.01%	7947
2021 Q3	$0	Buy	+19	New	+$73	﹤0.01%	7649

Other funds holding IPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

TRCT

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo's IPM Position: Q2 2024 in Review

Wells Fargo sold out of Intelligent Protection Management Corp (IPM) in Q2 2024, closing a stake of 43 shares — an estimated $132 sold.

Wells Fargo first reported a position in IPM in Q3 2021 and held it in 11 quarters. The position peaked at $1K in Q2 2022. 12 funds tracked by Wall St. Rank hold IPM as of Q2 2024.

Wells Fargo reported no remaining Intelligent Protection Management Corp position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 43 Intelligent Protection Management Corp shares in Q2 2024, an estimated $132.
Wells Fargo first reported a position in Intelligent Protection Management Corp in Q3 2021 and held it in 11 quarters.
Wells Fargo's Intelligent Protection Management Corp position peaked at $1K in Q2 2022.
12 funds tracked by Wall St. Rank held Intelligent Protection Management Corp as of Q2 2024.

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