Wells Fargo’s Spectral AI MDAI Stock Holding History

Wells Fargo’s Portfolio MDAI Stock Details MDAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-42	Closed	-$89	–	7236
2024 Q1	$89	Buy	42 +2	+5%	+$5	﹤0.01%	6690
2023 Q4	$98	Buy	+40	New	+$111	﹤0.01%	6778

Other funds holding MDAI

Highlander Partners Dallas, Texas $256M AUM 53.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

UOTTAIMCU

University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $687M AUM 21.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Wells Fargo's MDAI Position: Q2 2024 in Review

Wells Fargo sold out of Spectral AI (MDAI) in Q2 2024, closing a stake of 42 shares — an estimated $89 sold.

Wells Fargo first reported a position in MDAI in Q4 2023 and held it in 2 quarters. The position peaked at $98 in Q4 2023. 22 funds tracked by Wall St. Rank hold MDAI as of Q2 2024.

Wells Fargo reported no remaining Spectral AI position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 42 Spectral AI shares in Q2 2024, an estimated $89.
Wells Fargo first reported a position in Spectral AI in Q4 2023 and held it in 2 quarters.
Wells Fargo's Spectral AI position peaked at $98 in Q4 2023.
22 funds tracked by Wall St. Rank held Spectral AI as of Q2 2024.

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