Wells Fargo
IVF

Wells Fargo’s INVO Fertility Inc IVF Stock Holding History

Wells Fargo’s Portfolio IVF Stock Details IVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Hold
0
– -$178 – 7237
2024
Q3 		– Hold
0
– – – 6235
2024
Q2 		– Hold
0
– -$20 – 7569
2024
Q1 		– Hold
0
– – – 7123
2023
Q4 		– Hold
0
– – – 7175
2023
Q3 		– Hold
0
– – – 7336
2023
Q2 		– Hold
0
– – – 7326
2023
Q1 		– Hold
0
– – – 7118
2022
Q4 		– Hold
0
– – – 7146
2022
Q3 		– Hold
0
– – – 7532
2022
Q2 		– Hold
0
– – – 7655
2022
Q1 		– Hold
0
– – – 7986
2021
Q4 		– Hold
0
– – – 7937
2021
Q3 		– Hold
0
– – – 7639
2021
Q2 		– Hold
0
– – – 7574
2021
Q1 		– Hold
0
– – – 7500
2020
Q4 		– Hold
0
– – – 7134

Other funds holding IVF

CA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return