WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2021
Top Holdings8,168 positions
Microsoft Corp | 39.8M | $13.4B | 3.3% | $133.23 | +142.72% | 10 qtrssince 2019-Q3 | Decreased 0 |
Apple Inc | 71.7M | $12.7B | 3.2% | $54.92 | +215.81% | 10 qtrssince 2019-Q3 | Decreased 0 |
iShares Core S&P 500 ETF | 16.9M | $8B | 2.0% | $270.66 | +64.92% | 10 qtrssince 2019-Q3 | Decreased 0 |
VANGUARD INDEX FDS | 25.9M | $6.6B | 1.6% | $38.71 | +53.35% | 10 qtrssince 2019-Q3 | Increased 57 |
ISHARES TR | 27.2M | $6B | 1.5% | $157.88 | +32.85% | 10 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 47.9M | $5.5B | 1.4% | $92.26 | +5.25% | 10 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 50.1M | $5.4B | 1.3% | $69.76 | +43.80% | 10 qtrssince 2019-Q3 | Increased 53 |
Amazon.Com Inc | 1.4M | $4.8B | 1.2% | $92.20 | +80.82% | 10 qtrssince 2019-Q3 | Decreased 0 |
State Street Spdr S&P 500 Etf | 9.7M | $4.6B | 1.1% | $296.86 | +50.17% | 10 qtrssince 2019-Q3 | Decreased 0 |
ISHARES INC | 72.5M | $4.3B | 1.1% | $47.47 | +11.50% | 10 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co | 26M | $4.1B | 1.0% | $97.39 | +43.63% | 10 qtrssince 2019-Q3 | Decreased 0 |
Unitedhealth Group Inc | 7.6M | $3.8B | 1.0% | $211.25 | +117.87% | 10 qtrssince 2019-Q3 | Increased 46 |
VANGUARD TAX-MANAGED FDS | 67.2M | $3.4B | 0.9% | $34.56 | +28.62% | 10 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl C | 1.2M | $3.4B | 0.8% | $61.58 | +132.75% | 10 qtrssince 2019-Q3 | Decreased 0 |
Johnson & Johnson | 19.9M | $3.4B | 0.8% | $108.04 | +38.61% | 10 qtrssince 2019-Q3 | Decreased 0 |
Home Depot Inc | 8.1M | $3.4B | 0.8% | $195.71 | +87.59% | 10 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc Cap Stock Cl A | 1.1M | $3.2B | 0.8% | $61.02 | +135.14% | 10 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 11.1M | $3.2B | 0.8% | $34.95 | +51.34% | 10 qtrssince 2019-Q3 | Increased 45 |
| 6.4M | $3.1B | 0.8% | — | — | — | Increased — | |
Cisco Systems Inc | 46.4M | $2.9B | 0.7% | $40.01 | +38.10% | 10 qtrssince 2019-Q3 | Decreased 0 |
WELLS FARGO & COMPANY/MN manages $400.6B across 8168 positions as of Q4 2021. Top holdings: MSFT (3.3%), AAPL (3.2%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 485 new positions, 251 exits, 2709 increased. Top move: VO (INCREASED, conviction 57). Portfolio: $400.6B across 8168 positions.
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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
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