Wells Fargo
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Wells Fargo’s Precision Optics POCI Stock Holding History

Wells Fargo’s Portfolio POCI Stock Details POCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-35
Closed -$194 – 7332
2024
Q1 		$194 Hold
35
– – ﹤0.01% 6502
2023
Q4 		$211 Buy
35
+5
+17% +$30 ﹤0.01% 6594
2023
Q3 		$179 Buy
30
+5
+20% +$30 ﹤0.01% 6615
2023
Q2 		$154 Buy
25
+1
+4% +$6 ﹤0.01% 6768
2023
Q1 		$163 Buy
+24
New +$157 ﹤0.01% 6829

Other funds holding POCI

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return

Wells Fargo's POCI Position: Q2 2024 in Review

Wells Fargo sold out of Precision Optics (POCI) in Q2 2024, closing a stake of 35 shares — an estimated $194 sold.

Wells Fargo first reported a position in POCI in Q1 2023 and held it in 5 quarters. The position peaked at $211 in Q4 2023. 19 funds tracked by Wall St. Rank hold POCI as of Q2 2024.

  • Wells Fargo reported no remaining Precision Optics position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 35 Precision Optics shares in Q2 2024, an estimated $194.
  • Wells Fargo first reported a position in Precision Optics in Q1 2023 and held it in 5 quarters.
  • Wells Fargo's Precision Optics position peaked at $211 in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Precision Optics as of Q2 2024.

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