Wells Fargo
OLB icon

Wells Fargo’s OLB OLB Stock Holding History

Wells Fargo’s Portfolio OLB Stock Details OLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$3K – 7016
2024
Q2 		$3K Sell
1,000
-8
-0.8% -$32 ﹤0.01% 5955
2024
Q1 		$5.75K Buy
1,008
+1
+0.1% +$7 ﹤0.01% 5866
2023
Q4 		$10.7K Hold
1,007
– – ﹤0.01% 5824
2023
Q3 		$7.34K Sell
1,007
-1
-0.1% -$8 ﹤0.01% 5872
2023
Q2 		$9.17K Buy
1,008
+1
+0.1% +$8 ﹤0.01% 5927
2023
Q1 		$10.3K Hold
1,007
– – ﹤0.01% 5850
2022
Q4 		$8.45K Buy
1,007
+200
+25% +$1.88K ﹤0.01% 5617
2022
Q3 		$8K Buy
807
+301
+59% +$3.99K ﹤0.01% 5771
2022
Q2 		$4K Buy
506
+403
+391% +$5.02K ﹤0.01% 6101
2022
Q1 		$2K Hold
103
– – ﹤0.01% 6684
2021
Q4 		$3K Buy
103
+102
+10,200% +$4.66K ﹤0.01% 6810
2021
Q3 		$0 Hold
1
– – ﹤0.01% 7355
2021
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 7280
2021
Q1 		– Hold
0
– – – 7229
2020
Q4 		– Hold
0
– – – 6849
2020
Q3 		– Hold
0
– – – 6722

Other funds holding OLB

AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo's OLB Position: Q3 2024 in Review

Wells Fargo sold out of OLB (OLB) in Q3 2024, closing a stake of 1,000 shares — an estimated $3K sold.

Wells Fargo first reported a position in OLB in Q2 2021 and held it in 13 quarters. The position peaked at $10.7K in Q4 2023. 8 funds tracked by Wall St. Rank hold OLB as of Q3 2024.

  • Wells Fargo reported no remaining OLB position as of Q3 2024 after selling out during the quarter.
  • Wells Fargo sold 1,000 OLB shares in Q3 2024, an estimated $3K.
  • Wells Fargo first reported a position in OLB in Q2 2021 and held it in 13 quarters.
  • Wells Fargo's OLB position peaked at $10.7K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held OLB as of Q3 2024.

Based on Wells Fargo's 13F filing for Q3 2024, filed 13 Nov 2024.