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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
8816⤦Tetra Tech Inc New
Recent Activity
New Position
0.01%
$1.816M
1.384M shares@ $1.32 avg price
NUBDNushares Etf Tr
Recent Activity
New Position
0.01%
$1.401M
61,697 shares@ $22.71 avg price
SITCSite Ctrs Corp
Recent Activity
New Position
0.01%
$1.355M
22,395 shares@ $60.5 avg price
1258⤦Cms Energy Corp
Recent Activity
New Position
0.01%
$1.197M
1.116M shares@ $1.08 avg price
CLMTCalumet Inc
Recent Activity
New Position
0.01%
$949,389
53,277 shares@ $17.82 avg price
7534⤦Rapid7 Inc
Recent Activity
New Position
0.01%
$920,420
975,000 shares@ $0.95 avg price
6047⤦Mirum Pharmaceuticals Inc
Recent Activity
New Position
0.01%
$910,233
618,000 shares@ $1.48 avg price
0925⤦Blackstone Mortgage Trust In
Recent Activity
New Position
0.01%
$854,990
896,000 shares@ $0.96 avg price
PMBSPimco Etf Tr
Recent Activity
New Position
0.01%
$776,838
15,563 shares@ $49.92 avg price
FMAGFidelity Covington Trust
Recent Activity
New Position
0.01%
$568,246
18,558 shares@ $30.63 avg price