• SAN FRANCISCO, CA • Market Maker How do I update this listing?
Wells Fargo & Company is based out of San Francisco. Their last reported 13F filing for Q3 2022 included $306,865,082,000 in managed 13F securities and a top 10 holdings concentration of 18.33%. Wells Fargo & Company's largest holding is Microsoft Corp. with shares held of 37,840,412. Whalewisdom has at least 110 13F filings, 109 13D filings, 4379 13G filings, and 926 Form 4 filings
: 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.
: 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.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for WELLS FARGO & COMPANY
Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14
|Performance for Q3 2022:||-8.48%|
|Performance Last 4 Quarters:||-15.89%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
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Only includes UK, France, Germany, Japan, and HKEX are presently being processed.
|Holder||Issuer||Net Short Position||Position Date||Origin|
|Overland Advisors, LLC||Südzucker Aktiengesellschaft Mannheim/Ochsenfurt||1.0%||2012-11-07||GERMANY|
|Holder||Net Short Position||Position Date||Origin|
|Wells Capital Management Incorporated||Showa Denko K.K.||0.44999999999999996%||2020-12-08||Japan|
|Wells Capital Management Incorporated||Showa Denko K.K.||0.51%||2020-11-24||Japan|