Wells Fargo’s Marygold Companies MGLD Stock Holding History

Wells Fargo’s Portfolio MGLD Stock Details MGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-59	Closed	-$76	–	7240
2024 Q1	$76	Buy	59 +1	+2%	+$1	﹤0.01%	6726
2023 Q4	$61	Buy	58 +3	+5%	+$3	﹤0.01%	6887
2023 Q3	$59	Buy	55 +1	+2%	+$1	﹤0.01%	6881
2023 Q2	$59	Buy	54 +2	+4%	+$3	﹤0.01%	7014
2023 Q1	$92	Buy	52 +1	+2%	+$2	﹤0.01%	6956
2022 Q4	$77	Buy	51 +1	+2%	+$1	﹤0.01%	6862
2022 Q3	$0	Buy	+50	New	+$75	﹤0.01%	7089

Other funds holding MGLD

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

Wells Fargo's MGLD Position: Q2 2024 in Review

Wells Fargo sold out of Marygold Companies (MGLD) in Q2 2024, closing a stake of 59 shares — an estimated $76 sold.

Wells Fargo first reported a position in MGLD in Q3 2022 and held it in 7 quarters. The position peaked at $92 in Q1 2023. 7 funds tracked by Wall St. Rank hold MGLD as of Q2 2024.

Wells Fargo reported no remaining Marygold Companies position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 59 Marygold Companies shares in Q2 2024, an estimated $76.
Wells Fargo first reported a position in Marygold Companies in Q3 2022 and held it in 7 quarters.
Wells Fargo's Marygold Companies position peaked at $92 in Q1 2023.
7 funds tracked by Wall St. Rank held Marygold Companies as of Q2 2024.

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