Question 1

How many shares of BSMO does WELLS FARGO & COMPANY/MN own?

Accepted Answer

WELLS FARGO & COMPANY/MN previously held 0 shares of BSMO (INVESCO) before exiting the position in 2024-Q4.

Question 2

What is WELLS FARGO & COMPANY/MN's BSMO position worth?

Accepted Answer

WELLS FARGO & COMPANY/MN's BSMO position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is WELLS FARGO & COMPANY/MN buying or selling BSMO?

Accepted Answer

In 2024-Q4, WELLS FARGO & COMPANY/MN exited their BSMO position entirely (-100.0% change in shares).

Question 4

When did WELLS FARGO & COMPANY/MN first buy BSMO?

Accepted Answer

Based on available 13F filings, WELLS FARGO & COMPANY/MN first reported a position in BSMO in 2023-Q3. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$24.87	0
2024-Q3	Decreased	386,648	-23.1%	$9.6M	0.0%	$24.73	0
2024-Q2	Decreased	502,717	-1.4%	$12.5M	0.0%	$24.55	0
2024-Q1	Increased	510,122	+30.5%	$12.6M	0.0%	$24.34	35
2023-Q4	Decreased	390,994	-5.8%	$9.7M	0.0%	$24.33	0
2023-Q3	New	415,026	-	$10.2M	0.0%	$23.92	38

BSMO6 quarters

BSMO
6 quarters