Question 1

How many shares of WFC does Alphinity Investment Management Pty Ltd own?

Accepted Answer

Alphinity Investment Management Pty Ltd previously held 0 shares of WFC (WELLS FARGO & CO) before exiting the position in 2023-Q2.

Question 2

What is Alphinity Investment Management Pty Ltd's WFC position worth?

Accepted Answer

Alphinity Investment Management Pty Ltd's WFC position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is Alphinity Investment Management Pty Ltd buying or selling WFC?

Accepted Answer

In 2023-Q2, Alphinity Investment Management Pty Ltd exited their WFC position entirely (-100.0% change in shares).

Question 4

When did Alphinity Investment Management Pty Ltd first buy WFC?

Accepted Answer

Based on available 13F filings, Alphinity Investment Management Pty Ltd first reported a position in WFC in 2022-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$39.61	0
2023-Q1	Decreased	277,716	-38.9%	$10.4M	0.2%	$34.61	0
2022-Q4	Increased	454,163	+61.6%	$18.8M	0.5%	$37.99	59
2022-Q3	Increased	281,055	+20.3%	$11.3M	0.4%	$37.02	41
2022-Q2	Increased	233,721	+22.8%	$9.2M	0.3%	$36.05	41
2022-Q1	New	190,393	-	$9.2M	0.2%	$45.25	47

WFC6 quarters

WFC
6 quarters