Wells Fargo
LMDX

Wells Fargo’s LumiraDx Limited Common Shares LMDX Stock Holding History

Wells Fargo’s Portfolio LMDX Stock Details LMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$1K – 7819
2022
Q3 		$1K Sell
1,000
-300
-23% -$498 ﹤0.01% 6522
2022
Q2 		$3K Buy
1,300
+300
+30% +$1.2K ﹤0.01% 6255
2022
Q1 		$6K Sell
1,000
-5,972
-86% -$48.4K ﹤0.01% 6440
2021
Q4 		$62K Buy
6,972
+108
+2% +$962 ﹤0.01% 5869
2021
Q3 		$57K Buy
+6,864
New +$55.6K ﹤0.01% 5577

Other funds holding LMDX

GF
Gates Foundation Seattle, Washington $43.5M AUM 14.19% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo's LMDX Position: Q4 2022 in Review

Wells Fargo sold out of LumiraDx Limited Common Shares (LMDX) in Q4 2022, closing a stake of 1,000 shares — an estimated $1K sold.

Wells Fargo first reported a position in LMDX in Q3 2021 and held it in 5 quarters. The position peaked at $62K in Q4 2021. 41 funds tracked by Wall St. Rank hold LMDX as of Q4 2022.

  • Wells Fargo reported no remaining LumiraDx Limited Common Shares position as of Q4 2022 after selling out during the quarter.
  • Wells Fargo sold 1,000 LumiraDx Limited Common Shares shares in Q4 2022, an estimated $1K.
  • Wells Fargo first reported a position in LumiraDx Limited Common Shares in Q3 2021 and held it in 5 quarters.
  • Wells Fargo's LumiraDx Limited Common Shares position peaked at $62K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held LumiraDx Limited Common Shares as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.