Fund moves

Wells Fargo (WFC): Wedge Capital Management L L P reduced its stake -53K shares

Wedge Capital Management L L P reduced its stake in Wells Fargo, per its Q3 2024 13F.

680K
Shares reported · -53K vs prior quarter
0.66%
Disclosed portfolio weight
$38.4M
Reported value
Holdings as of
Sep 30, 2024
Filed
Oct 11, 2024

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Nov 10, 2023CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
  2. Sep 1, 2024CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
  3. Sep 4, 2024CongressDisclosed sale of WFC — reported range $1,001 - $15,000

What came next

  1. Oct 14, 2024InsiderOfficer sold ~$2.17M of WFC shares in the open market
  2. Oct 16, 2024InsiderOfficer sold ~$3.82M of WFC shares in the open market
  3. Dec 2, 2024CongressDisclosed purchase of WFC — reported range $1,001 - $15,000
  4. Jan 14, 2025Court · District Court, D. NevadaSecurities lawsuit filed: Azarmehr v. Wells Fargo Clearing Services LLC Advisors
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Wells Fargo

For Wells Fargo, OQRO holds 3 Congress trade reports and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its WFC page.

How this filing works

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Other disclosures at Wells Fargo

Everything OQRO holds on this company is on its WFC page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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