WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q1 2024
Top Holdings7,487 positions
MICROSOFT CORP | 34.6M | $14.5B | 3.5% | $140.39 | +193.95% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 25.9M | $13.6B | 3.3% | — | — | — | Increased — |
APPLE INC | 58.5M | $10B | 2.4% | $56.99 | +197.66% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 15.8M | $8.3B | 2.0% | $278.91 | +82.67% | 19 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 23.6M | $5.9B | 1.4% | $40.56 | +48.81% | 19 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 58.2M | $5.7B | 1.4% | $91.36 | -3.05% | 19 qtrssince 2019-Q3 | Increased 54 |
ISHARES TR | 48.6M | $5.6B | 1.3% | $70.67 | +58.39% | 19 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 10.6M | $5.6B | 1.3% | $385.69 | +31.73% | 19 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 24.9M | $5B | 1.2% | $98.60 | +91.79% | 19 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 26.2M | $4.7B | 1.1% | $101.53 | +77.67% | 19 qtrssince 2019-Q3 | Decreased 0 |
NVIDIA CORPORATION | 4.9M | $4.4B | 1.1% | $6.95 | +1195.83% | 19 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 57M | $4.2B | 1.0% | $58.05 | +19.20% | 19 qtrssince 2019-Q3 | Increased 51 |
ISHARES TR | 19.8M | $4.2B | 1.0% | $164.12 | +24.71% | 19 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 8.1M | $4B | 1.0% | $247.22 | +89.30% | 19 qtrssince 2019-Q3 | Decreased 0 |
INVESCO QQQ TR | 8.8M | $3.9B | 0.9% | — | — | — | Decreased — |
INVESCO QQQ TR | 8.4M | $3.7B | 0.9% | $323.99 | +35.27% | 19 qtrssince 2019-Q3 | Increased 56 |
ISHARES TR | 16.3M | $3.4B | 0.8% | — | — | — | Decreased — |
INVESCO QQQ TR | 7.2M | $3.2B | 0.8% | — | — | — | Increased — |
VANGUARD TAX-MANAGED FDS | 63.1M | $3.2B | 0.8% | $35.31 | +32.41% | 19 qtrssince 2019-Q3 | Increased 45 |
GOLDMAN SACHS ETF TR | 29M | $3B | 0.7% | $60.36 | +67.26% | 19 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $415.1B across 7487 positions as of Q1 2024. Top holdings: MSFT (3.5%), SPY puts (3.3%), AAPL (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 270 new positions, 314 exits, 4067 increased. Top move: QQQ (INCREASED, conviction 56). Portfolio: $415.1B across 7487 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR