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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
GNOVFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$551,742
16,000 shares@ $34.49 avg price
CLBTCellebrite Di Ltd
Recent Activity
New Position
0.01%
$522,680
31,038 shares@ $16.85 avg price
KRMAGlobal X Fds
Recent Activity
New Position
0.01%
$503,584
12,866 shares@ $39.15 avg price
ILOWAb Active Etfs Inc
Recent Activity
New Position
0.01%
$463,812
12,669 shares@ $36.61 avg price
WAYWaystar Hldg Corp
Recent Activity
New Position
0.01%
$434,024
15,562 shares@ $27.89 avg price
MRTMarti Technologies Inc
Recent Activity
New Position
0.01%
$396,000
200,000 shares@ $1.98 avg price
1265⤦Cnx Res Corp
Recent Activity
New Position
0.01%
$383,954
150,000 shares@ $2.56 avg price
1220⤦Burlington Stores Inc
Recent Activity
New Position
0.01%
$353,128
250,000 shares@ $1.42 avg price
APUETrust For Professional Manag
Recent Activity
New Position
0.01%
$288,651
8,191 shares@ $35.25 avg price
LBLandbridge Company Llc
Recent Activity
New Position
0.01%
$250,368
6,400 shares@ $39.12 avg price