WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2021
Top Holdings7,701 positions
MICROSOFT CORP | 49.4M | $13.9B | 3.1% | $133.23 | +103.09% | 9 qtrssince 2019-Q3 | Increased 58 |
APPLE INC | 79.2M | $11.2B | 2.5% | $54.92 | +151.29% | 9 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 16.9M | $7.3B | 1.6% | $270.66 | +48.49% | 9 qtrssince 2019-Q3 | Increased 51 |
AMAZON COM INC | 2M | $6.6B | 1.4% | $92.20 | +78.14% | 9 qtrssince 2019-Q3 | Increased 50 |
ISHARES TR | 29.2M | $6.4B | 1.4% | $157.88 | +30.25% | 9 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 48.6M | $5.6B | 1.2% | $92.26 | +5.35% | 9 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 22.7M | $5.4B | 1.2% | $35.82 | +53.46% | 9 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 12.4M | $5.3B | 1.2% | $296.86 | +35.21% | 9 qtrssince 2019-Q3 | Increased 61 |
ISHARES INC | 80.6M | $5B | 1.1% | $47.47 | +12.50% | 9 qtrssince 2019-Q3 | Increased 55 |
ISHARES TR | 47.7M | $4.7B | 1.0% | $68.19 | +34.81% | 9 qtrssince 2019-Q3 | Increased 61 |
JPMORGAN CHASE & CO | 26.7M | $4.4B | 1.0% | $97.39 | +47.58% | 9 qtrssince 2019-Q3 | Increased 46 |
ALPHABET INC | 1.6M | $4.3B | 0.9% | $61.02 | +117.00% | 9 qtrssince 2019-Q3 | Increased 45 |
ALPHABET INC | 1.4M | $3.9B | 0.8% | $61.58 | +114.39% | 9 qtrssince 2019-Q3 | Decreased 0 |
| 8.8M | $3.8B | 0.8% | — | — | — | Increased — | |
VANGUARD TAX-MANAGED FDS | 70.2M | $3.5B | 0.8% | $34.56 | +25.24% | 9 qtrssince 2019-Q3 | Increased 50 |
JOHNSON & JOHNSON | 21.1M | $3.4B | 0.7% | $108.04 | +30.01% | 9 qtrssince 2019-Q3 | Increased 45 |
META PLATFORMS INC | 9.7M | $3.3B | 0.7% | $186.25 | +80.49% | 9 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 61M | $3.1B | 0.7% | $34.06 | +26.55% | 9 qtrssince 2019-Q3 | Increased 46 |
HOME DEPOT INC | 9.2M | $3B | 0.7% | $195.71 | +47.77% | 9 qtrssince 2019-Q3 | Increased 45 |
ISHARES TR | 11.1M | $2.9B | 0.6% | $34.90 | +40.38% | 9 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $455.1B across 7701 positions as of Q3 2021. Top holdings: MSFT (3.1%), AAPL (2.5%), IVV (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 391 new positions, 381 exits, 3139 increased. Top move: SPY (INCREASED, conviction 61). Portfolio: $455.1B across 7701 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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Top Losers
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