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Patricia Arce

@Wells Fargo & Company Mn

Latest period2024 - Q3ReportedManaged Assets$441.74BTotal holdings6497
Assets growth rate7.1%Assets growth rate (2-Q avg)3.23%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wells Fargo & Company Mn's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 6497 positions.

Assets under management

The assets under management (AUM) of Wells Fargo & Company Mn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 441.74B in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 3.23%. The portfolio is managed by Patricia Arce, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.9%
0.66%
$2.902B
3.274M shares@ $886.52 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -4.69%
0.65%
$2.866B
10.583M shares@ $270.86 avg price
NEENextera Energy Inc
Recent Activity
Decreased -2.29%
0.64%
$2.79B
33.005M shares@ $84.54 avg price
IEMGIshares Inc
Recent Activity
Decreased -0.56%
0.61%
$2.657B
46.277M shares@ $57.42 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.1%
0.59%
$2.59B
14.953M shares@ $173.2 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.02%
0.58%
$2.56B
8.406M shares@ $304.51 avg price
BLKBlackrock Inc
Recent Activity
Decreased -1.27%
0.56%
$2.463B
2.594M shares@ $949.51 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.11%
0.56%
$2.457B↓ Put
10.882M shares@ $225.76 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.43%
0.55%
$2.415B
7.494M shares@ $322.22 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -1.78%
0.53%
$2.319B
43.582M shares@ $53.22 avg price