Wells Fargo’s LM Funding America LMFA Stock Holding History

Wells Fargo’s Portfolio LMFA Stock Details LMFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1	Closed	-$63	–	7222
2024 Q1	$63	Hold	1	–	–	﹤0.01%	6770
2023 Q4	$63	Hold	1	–	–	﹤0.01%	6881
2023 Q3	$47	Hold	1	–	–	﹤0.01%	6932
2023 Q2	$60	Hold	1	–	–	﹤0.01%	7008
2023 Q1	$64	Hold	1	–	–	﹤0.01%	7051
2022 Q4	$45	Hold	1	–	–	﹤0.01%	7048
2022 Q3	$0	Sell	1 -2	-67%	-$321	﹤0.01%	7056
2022 Q2	$0	Buy	3 +2	+200%	+$504	﹤0.01%	7193
2022 Q1	$0	Hold	1	–	–	﹤0.01%	7492
2021 Q4	$0	Buy	+1	New	+$852	﹤0.01%	7563
2021 Q3	–	Hold	0	–	–	–	7284
2021 Q2	–	Hold	0	–	–	–	7201
2021 Q1	–	Hold	0	–	–	–	7166
2020 Q4	–	Hold	0	–	–	–	6780
2020 Q3	–	Hold	0	–	–	–	6644
2020 Q2	–	Hold	0	–	–	–	6586
2020 Q1	–	Hold	0	–	–	–	6534

Other funds holding LMFA

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo's LMFA Position: Q2 2024 in Review

Wells Fargo sold out of LM Funding America (LMFA) in Q2 2024, closing a stake of 1 share — an estimated $63 sold.

Wells Fargo first reported a position in LMFA in Q4 2021 and held it in 10 quarters. The position peaked at $64 in Q1 2023. 8 funds tracked by Wall St. Rank hold LMFA as of Q2 2024.

Wells Fargo reported no remaining LM Funding America position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 1 LM Funding America share in Q2 2024, an estimated $63.
Wells Fargo first reported a position in LM Funding America in Q4 2021 and held it in 10 quarters.
Wells Fargo's LM Funding America position peaked at $64 in Q1 2023.
8 funds tracked by Wall St. Rank held LM Funding America as of Q2 2024.

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