Wells Fargo
STEX

Wells Fargo’s Streamex Corp STEX Stock Holding History

Wells Fargo’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-62
Closed -$41 – 6954
2024
Q1 		$41 Buy
62
+9
+17% +$13 ﹤0.01% 6879
2023
Q4 		$252 Sell
53
-31
-37% -$128 ﹤0.01% 6547
2023
Q3 		$410 Hold
84
– – ﹤0.01% 6408
2023
Q2 		$1.05K Buy
84
+9
+12% +$115 ﹤0.01% 6313
2023
Q1 		$852 Sell
75
-495
-87% -$4.84K ﹤0.01% 6427
2022
Q4 		$2.39K Buy
570
+3
+0.5% +$15 ﹤0.01% 5970
2022
Q3 		$3K Buy
567
+3
+0.5% +$23 ﹤0.01% 6030
2022
Q2 		$3K Buy
564
+4
+0.7% +$38 ﹤0.01% 6160
2022
Q1 		$6K Buy
560
+200
+56% +$3.19K ﹤0.01% 6416
2021
Q4 		$8K Buy
360
+201
+126% +$5.52K ﹤0.01% 6609
2021
Q3 		$5K Sell
159
-120
-43% -$3.9K ﹤0.01% 6362
2021
Q2 		$11K Sell
279
-653
-70% -$24.4K ﹤0.01% 6107
2021
Q1 		$41K Sell
932
-1,490
-62% -$69.6K ﹤0.01% 5902
2020
Q4 		$94K Sell
2,422
-137
-5% -$6.02K ﹤0.01% 5382
2020
Q3 		$127K Buy
2,559
+1
+0% +$74 ﹤0.01% 5164
2020
Q2 		$184K Sell
2,558
-998
-28% -$86.8K ﹤0.01% 4953
2020
Q1 		$149K Buy
3,556
+1,106
+45% +$49.5K ﹤0.01% 4857
2019
Q4 		$145K Buy
2,450
+1,400
+133% +$94.6K ﹤0.01% 5131
2019
Q3 		$87K Buy
1,050
+763
+266% +$59.2K ﹤0.01% 5380
2019
Q2 		$27K Buy
287
+227
+378% +$16.5K ﹤0.01% 5725
2019
Q1 		$4K Buy
+60
New +$3.04K ﹤0.01% 5765

Other funds holding STEX

WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return

Wells Fargo's STEX Position: Q2 2024 in Review

Wells Fargo sold out of Streamex Corp (STEX) in Q2 2024, closing a stake of 62 shares — an estimated $41 sold.

Wells Fargo first reported a position in STEX in Q1 2019 and held it in 21 quarters. The position peaked at $184K in Q2 2020. 6 funds tracked by Wall St. Rank hold STEX as of Q2 2024.

  • Wells Fargo reported no remaining Streamex Corp position as of Q2 2024 after selling out during the quarter.
  • Wells Fargo sold 62 Streamex Corp shares in Q2 2024, an estimated $41.
  • Wells Fargo first reported a position in Streamex Corp in Q1 2019 and held it in 21 quarters.
  • Wells Fargo's Streamex Corp position peaked at $184K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2024.

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