Pricing

WELLS FARGO & COMPANY

0 followers ·
SAN FRANCISCO CA Market Maker
13F Summary
Wells Fargo & Company is based out of San Francisco. Their last reported 13F filing for Q4 2023 included $383,349,598,350 in managed 13F securities and a top 10 holdings concentration of 17.72%. Wells Fargo & Company's largest holding is Microsoft Corp. with shares held of 34,803,742. Whalewisdom has at least 115 13F filings, 124 13D filings, 4401 13G filings, and 938 Form 4 filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 3.41%
AAPL Apple Inc 2.95%
IVV iShares Core S&P 500 2.02%
SPY SPDR S&P 500 ETF TRU 1.58%
VO VANGUARD MID-CAP IND 1.43%

2023-12-31

13F Activity

Market Value $383b, Prior: $341b
New Purchases 437 stocks
Added To 3935 stocks
Sold out of 423 stocks
Reduced holdings in 2554 stocks
Top 10 Holdings % 17.72%
Turnover %[1] 11.35%
Turnover Alt %[2] 3.38%
Time Held Top 20 24.05 quarters
Time Held Top 10 21.3 quarters
Time Held All 37.47 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.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance