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
2016
Q4 		– Sell
-25,000
Closed -$3K – 6499
2016
Q3 		$3K Hold
25,000
– – ﹤0.01% 6011
2016
Q2 		$2K Buy
+25,000
New +$335K ﹤0.01% 5962

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.