WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q3 2024
SEC EDGAR SourceSEC Filings
WELLS FARGO & COMPANY/MN manages $441.7B across 6907 positions as of Q3 2024. Top holdings: MSFT (3.4%), AAPL (3.1%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q3 2024 Summary
Active quarter - 223 new positions, 223 exits, 2905 increased. Top move: ITOT (INCREASED, conviction 57). Portfolio: $441.7B across 6907 positions.
Top holdings by portfolio weight
MSFT3.37%
AAPL3.12%
IVV2.08%
ITOT1.57%
NVDA1.45%
SPY1.38%
VO1.33%
AMZN1.26%
JPM1.17%
AGG1.17%
Other1.10%
Portfolio allocation by GICS sector
Unknown39.28%
Technology16.92%
Financial Services8.24%
Healthcare7.64%
Industrials6.69%
Consumer Cyclical6.13%
Consumer Defensive4.18%
Communication Services3.73%
Energy2.64%
Utilities1.88%
Other2.66%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings6,907 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.6M | $14.9B | 3.4% | $313.44 | +35.29% | 5 qtrssince 2023-Q3 | Decreased 0 | |
APPLE INC | 59.1M | $13.8B | 3.1% | $170.19 | +32.97% | 5 qtrssince 2023-Q3 | Decreased 0 | |
ISHARES TR | 16M | $9.2B | 2.1% | $419.23 | +34.72% | 5 qtrssince 2023-Q3 | Increased 55 | |
ISHARES TR | 55.1M | $6.9B | 1.6% | $95.54 | +28.98% | 5 qtrssince 2023-Q3 | Increased 57 | |
NVIDIA CORPORATION | 52.6M | $6.4B | 1.4% | $115.91 | +4.70% | 5 qtrssince 2023-Q3 | Increased 53 | |
STATE STR SPDR S&P 500 ETF T | 10.7M | $6.1B | 1.4% | $431.56 | +30.44% | 5 qtrssince 2023-Q3 | Decreased 0 | |
VANGUARD INDEX FDS | 22.3M | $5.9B | 1.3% | $200.98 | +28.36% | 5 qtrssince 2023-Q3 | Decreased 0 | |
AMAZON COM INC | 29.8M | $5.5B | 1.3% | $135.72 | +38.50% | 5 qtrssince 2023-Q3 | Increased 54 | |
INVESCO QQQ TR | 11.1M | $5.4B | 1.2% | — | — | — | Increased — | |
JPMORGAN CHASE & CO | 24.5M | $5.2B | 1.2% | $137.26 | +48.60% | 5 qtrssince 2023-Q3 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer