Wells Fargo
LGL icon

Wells Fargo’s LGL Group LGL Stock Holding History

Wells Fargo’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-31
Closed -$197 – 7212
2024
Q1 		$197 Buy
31
+1
+3% +$6 ﹤0.01% 6497
2023
Q4 		$184 Buy
30
+1
+3% +$5 ﹤0.01% 6631
2023
Q3 		$124 Buy
29
+2
+7% +$10 ﹤0.01% 6708
2023
Q2 		$129 Buy
27
+1
+4% +$5 ﹤0.01% 6817
2023
Q1 		$111 Buy
26
+1
+4% +$4 ﹤0.01% 6911
2022
Q4 		$101 Sell
25
-41
-62% -$190 ﹤0.01% 6790
2022
Q3 		$0 Sell
66
-3
-4% -$15 ﹤0.01% 7044
2022
Q2 		$0 Buy
69
+5
+8% +$21 ﹤0.01% 7181
2022
Q1 		$0 Buy
64
+3
+5% +$12 ﹤0.01% 7478
2021
Q4 		$0 Hold
61
– – ﹤0.01% 7553
2021
Q3 		$0 Sell
61
-3
-5% -$13 ﹤0.01% 7273
2021
Q2 		$0 Sell
64
-2
-3% -$8 ﹤0.01% 7189
2021
Q1 		$0 Buy
66
+5
+8% +$22 ﹤0.01% 7157
2020
Q4 		$0 Sell
61
-652
-91% -$2.38K ﹤0.01% 6772
2020
Q3 		$2K Hold
713
– – ﹤0.01% 6136
2020
Q2 		$2K Buy
713
+652
+1,069% +$2.11K ﹤0.01% 6103
2020
Q1 		$0 Buy
+61
New +$286 ﹤0.01% 6527

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo's LGL Position: Q2 2024 in Review

Wells Fargo sold out of LGL Group (LGL) in Q2 2024, closing a stake of 31 shares — an estimated $197 sold.

Wells Fargo first reported a position in LGL in Q1 2020 and held it in 17 quarters. The position peaked at $2K in Q3 2020. 20 funds tracked by Wall St. Rank hold LGL as of Q2 2024.

  • Wells Fargo reported no remaining LGL Group position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 31 LGL Group shares in Q2 2024, an estimated $197.
  • Wells Fargo first reported a position in LGL Group in Q1 2020 and held it in 17 quarters.
  • Wells Fargo's LGL Group position peaked at $2K in Q3 2020.
  • 20 funds tracked by Wall St. Rank held LGL Group as of Q2 2024.

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