Wells Fargo
SFE

Wells Fargo’s Safeguard Scientifics, Inc. SFE Stock Holding History

Wells Fargo’s Portfolio SFE Stock Details SFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,144
Closed -$2.47K – 7824
2023
Q4 		$2.47K Buy
3,144
+1,905
+154% +$1.92K ﹤0.01% 6068
2023
Q3 		$1.24K Sell
1,239
-1
-0.1% -$1 ﹤0.01% 6167
2023
Q2 		$2.04K Buy
1,240
+5
+0.4% +$9 ﹤0.01% 6205
2023
Q1 		$2.13K Buy
1,235
+1
+0.1% +$3 ﹤0.01% 6215
2022
Q4 		$3.83K Buy
1,234
+3
+0.2% +$10 ﹤0.01% 5836
2022
Q3 		$4K Sell
1,231
-133
-10% -$534 ﹤0.01% 6010
2022
Q2 		$5K Buy
1,364
+100
+8% +$418 ﹤0.01% 6041
2022
Q1 		$6K Sell
1,264
-6,700
-84% -$40.6K ﹤0.01% 6439
2021
Q4 		$59K Sell
7,964
-86
-1% -$672 ﹤0.01% 5889
2021
Q3 		$72K Sell
8,050
-40,388
-83% -$323K ﹤0.01% 5504
2021
Q2 		$376K Sell
48,438
-36,912
-43% -$252K ﹤0.01% 4761
2021
Q1 		$582K Sell
85,350
-18,657
-18% -$135K ﹤0.01% 4599
2020
Q4 		$663K Buy
104,007
+22,632
+28% +$141K ﹤0.01% 4322
2020
Q3 		$445K Sell
81,375
-2,537
-3% -$15.1K ﹤0.01% 4429
2020
Q2 		$587K Buy
83,912
+28,610
+52% +$181K ﹤0.01% 4206
2020
Q1 		$307K Buy
55,302
+994
+2% +$8.88K ﹤0.01% 4401
2019
Q4 		$596K Buy
54,308
+31,579
+139% +$361K ﹤0.01% 4232
2019
Q3 		$258K Buy
22,729
+1,326
+6% +$15.8K ﹤0.01% 4808
2019
Q2 		$258K Sell
21,403
-3,082
-13% -$36.1K ﹤0.01% 4823
2019
Q1 		$265K Buy
24,485
+3,851
+19% +$39K ﹤0.01% 4679
2018
Q4 		$178K Sell
20,634
-1,410
-6% -$12.3K ﹤0.01% 4991
2018
Q3 		$206K Sell
22,044
-567
-3% -$6.16K ﹤0.01% 4986
2018
Q2 		$290K Sell
22,611
-1,581
-7% -$20.4K ﹤0.01% 4826
2018
Q1 		$296K Buy
24,192
+8,964
+59% +$109K ﹤0.01% 4750
2017
Q4 		$170K Sell
15,228
-6,450
-30% -$82.6K ﹤0.01% 5046
2017
Q3 		$289K Buy
21,678
+1,545
+8% +$19K ﹤0.01% 4699
2017
Q2 		$240K Buy
20,133
+4,182
+26% +$49.2K ﹤0.01% 4667
2017
Q1 		$203K Buy
15,951
+791
+5% +$9.96K ﹤0.01% 4809
2016
Q4 		$203K Buy
15,160
+6,219
+70% +$76.7K ﹤0.01% 4773
2016
Q3 		$116K Buy
8,941
+1,413
+19% +$18.7K ﹤0.01% 4826
2016
Q2 		$94K Sell
7,528
-14,048
-65% -$188K ﹤0.01% 4877
2016
Q1 		$285K Buy
21,576
+3,838
+22% +$48.3K ﹤0.01% 4197
2015
Q4 		$257K Buy
17,738
+11
+0.1% +$178 ﹤0.01% 4299
2015
Q3 		$276K Sell
17,727
-1,907
-10% -$34.2K ﹤0.01% 4284
2015
Q2 		$382K Buy
19,634
+5,902
+43% +$108K ﹤0.01% 4253
2015
Q1 		$248K Buy
13,732
+109
+0.8% +$2.02K ﹤0.01% 4323
2014
Q4 		$270K Sell
13,623
-18,591
-58% -$358K ﹤0.01% 4275
2014
Q3 		$593K Sell
32,214
-2,036
-6% -$40.2K ﹤0.01% 3790
2014
Q2 		$712K Buy
34,250
+14,054
+70% +$283K ﹤0.01% 3727
2014
Q1 		$447K Sell
20,196
-24,492
-55% -$487K ﹤0.01% 3945
2013
Q4 		$899K Sell
44,688
-14,852
-25% -$263K ﹤0.01% 3480
2013
Q3 		$935K Sell
59,540
-22,496
-27% -$346K ﹤0.01% 3400
2013
Q2 		$1.32M Buy
+82,036
New +$1.3M ﹤0.01% 3091

Other funds holding SFE

CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wells Fargo's SFE Position: Q1 2024 in Review

Wells Fargo sold out of Safeguard Scientifics, Inc. (SFE) in Q1 2024, closing a stake of 3,144 shares — an estimated $2.47K sold.

Wells Fargo first reported a position in SFE in Q2 2013 and held it in 43 quarters. The position peaked at $1.32M in Q2 2013. 4 funds tracked by Wall St. Rank hold SFE as of Q1 2024.

  • Wells Fargo reported no remaining Safeguard Scientifics, Inc. position as of Q1 2024 after selling out during the quarter.
  • Wells Fargo sold 3,144 Safeguard Scientifics, Inc. shares in Q1 2024, an estimated $2.47K.
  • Wells Fargo first reported a position in Safeguard Scientifics, Inc. in Q2 2013 and held it in 43 quarters.
  • Wells Fargo's Safeguard Scientifics, Inc. position peaked at $1.32M in Q2 2013.
  • 4 funds tracked by Wall St. Rank held Safeguard Scientifics, Inc. as of Q1 2024.

Based on Wells Fargo's 13F filing for Q1 2024, filed 10 May 2024.