Wells Fargo & Company is based out of San Francisco. Their last reported 13F filing for Q3 2024 included $441,740,456,470 in managed 13F securities
and a top 10 holdings concentration of 17.95%. Wells Fargo & Company's largest holding is Microsoft Corporation with shares held of 34,625,975. Whalewisdom has at least 118 13F filings, 139 13D filings, 4408 13G filings, and 952 Form 4 filings
2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| IWM iShares Russell 2000 (PUT) | 0.45% |
| AVGO Broadcom Inc | 0.22% |
| ITOT iShares Core S&P Tot | 0.18% |
| USHY iShares Broad USD Hi | 0.08% |
| TSLA Tesla Inc | 0.07% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| MSFT Microsoft Corporatio | 0.46% |
| SPY SPDR S&P 500 ETF TRU (PUT) | 0.25% |
| AGG iShares Core U.S. Ag | 0.2% |
| SPY SPDR S&P 500 ETF TRU | 0.15% |
| MINT PIMCO Enhanced Short | 0.12% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 3.37% |
| AAPL Apple Inc | 3.12% |
| IVV iShares Core S&P 500 | 2.08% |
| ITOT iShares Core S&P Tot | 1.57% |
| NVDA NVIDIA Corp | 1.45% |
2024-09-30
13F Activity
| Market Value | $442b, Prior: $412b |
| Inflows (Outflows) as % of Total MV | +0.9221% |
| New Purchases | 450 stocks |
| Added To | 2923 stocks |
| Sold out of | 410 stocks |
| Reduced holdings in | 2694 stocks |
| Top 10 Holdings % | 17.95% |
| Turnover %[1] | 12.09% |
| Turnover Alt %[2] | 3.67% |
| Time Held Top 20 | 20.6 quarters |
| Time Held Top 10 | 21 quarters |
| Time Held All | 41.3 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30