WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2019
Top Holdings6,948 positions
MICROSOFT CORP | 54.4M | $8.6B | 2.3% | $130.73 | +13.81% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 24.6M | $8B | 2.1% | $268.69 | +8.98% | 2 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 22.4M | $6.6B | 1.8% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 53.5M | $6B | 1.6% | $91.85 | +0.13% | 2 qtrssince 2019-Q3 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 15.3M | $4.9B | 1.3% | $268.52 | +8.99% | 2 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 104.2M | $4.6B | 1.2% | $33.50 | +8.33% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 25.8M | $4.3B | 1.2% | $139.38 | +9.46% | 2 qtrssince 2019-Q3 | Increased 52 |
JPMORGAN CHASE & CO | 28.5M | $4B | 1.1% | $97.08 | +19.40% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 18.4M | $3.8B | 1.0% | $34.90 | +7.00% | 2 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 2M | $3.7B | 1.0% | $86.80 | +6.45% | 2 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 80M | $3.6B | 1.0% | $33.00 | +11.86% | 2 qtrssince 2019-Q3 | Decreased 0 |
JOHNSON & JOHNSON | 21.6M | $3.2B | 0.8% | $106.81 | +13.53% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 57.3M | $3.1B | 0.8% | $40.45 | +12.31% | 2 qtrssince 2019-Q3 | Decreased 0 |
CISCO SYS INC | 55.6M | $2.7B | 0.7% | $40.16 | -2.20% | 2 qtrssince 2019-Q3 | Decreased 0 |
HOME DEPOT INC | 11.8M | $2.6B | 0.7% | $195.17 | -5.28% | 2 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 1.8M | $2.4B | 0.6% | $60.48 | +9.68% | 2 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 39M | $2.3B | 0.6% | $50.72 | +7.04% | 2 qtrssince 2019-Q3 | Decreased 0 |
PROCTER & GAMBLE CO | 18.2M | $2.3B | 0.6% | $104.11 | +1.06% | 2 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 57.5M | $2.2B | 0.6% | $17.53 | +5.17% | 2 qtrssince 2019-Q3 | Increased 45 |
VISA INC | 11.8M | $2.2B | 0.6% | $163.61 | +9.42% | 2 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $371.3B across 6948 positions as of Q4 2019. Top holdings: MSFT (2.3%), IVV (2.1%), AAPL (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 261 new positions, 208 exits, 2746 increased. Top move: IWM (INCREASED, conviction 52). Portfolio: $371.3B across 6948 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