WELLS FARGO & COMPANY/MN
Institutional investor · Portfolio as of Q4 2024
SEC EDGAR SourceSEC Filings
WELLS FARGO & COMPANY/MN manages $443.4B across 7061 positions as of Q4 2024. Top holdings: AAPL (3.3%), MSFT (3.2%), IVV (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Q4 2024 Summary
Active quarter - 295 new positions, 238 exits, 3472 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $443.4B across 7061 positions.
Top holdings by portfolio weight
AAPL3.27%
MSFT3.24%
IVV2.37%
SPY1.72%
ITOT1.60%
NVDA1.60%
AMZN1.47%
VO1.33%
JPM1.31%
AVGO1.25%
Other1.18%
Portfolio allocation by GICS sector
Unknown40.98%
Technology17.36%
Financial Services8.70%
Healthcare6.42%
Industrials6.28%
Consumer Cyclical6.15%
Communication Services3.89%
Consumer Defensive3.81%
Energy2.56%
Utilities1.66%
Other2.18%
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 Holdings7,061 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
APPLE INC | 57.9M | $14.5B | 3.3% | $170.19 | +47.39% | 6 qtrssince 2023-Q3 | Decreased 0 | |
MICROSOFT CORP | 34.1M | $14.4B | 3.2% | $313.44 | +34.55% | 6 qtrssince 2023-Q3 | Decreased 0 | |
ISHARES TR | 17.9M | $10.5B | 2.4% | $436.58 | +33.65% | 6 qtrssince 2023-Q3 | Increased 61 | |
STATE STR SPDR S&P 500 ETF T | 13M | $7.6B | 1.7% | $458.36 | +26.84% | 6 qtrssince 2023-Q3 | Increased 60 | |
ISHARES TR | 55.3M | $7.1B | 1.6% | $95.66 | +33.28% | 6 qtrssince 2023-Q3 | Increased 50 | |
NVIDIA CORPORATION | 52.9M | $7.1B | 1.6% | $116.04 | +18.45% | 6 qtrssince 2023-Q3 | Increased 50 | |
AMAZON COM INC | 29.8M | $6.5B | 1.5% | $135.79 | +62.97% | 6 qtrssince 2023-Q3 | Increased 50 | |
VANGUARD INDEX FDS | 22.4M | $5.9B | 1.3% | $201.28 | +29.19% | 6 qtrssince 2023-Q3 | Increased 50 | |
JPMORGAN CHASE & CO | 24.2M | $5.8B | 1.3% | $137.26 | +69.98% | 6 qtrssince 2023-Q3 | Decreased 0 | |
BROADCOM INC | 23.9M | $5.6B | 1.3% | $164.20 | +42.18% | 6 qtrssince 2023-Q3 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer