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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
TFLRT Rowe Price Etf Inc
Recent Activity
New Position
0.01%
$248,031
4,804 shares@ $51.64 avg price
DVYEIshares Inc
Recent Activity
New Position
0.01%
$241,332
8,409 shares@ $28.7 avg price
INVXInnovex International Inc
Recent Activity
New Position
0.01%
$231,430
15,765 shares@ $14.68 avg price
CLIPGlobal X Fds
Recent Activity
New Position
0.01%
$219,995
2,189 shares@ $100.51 avg price
8557⤦Starwood Ppty Tr Inc
Recent Activity
New Position
0.01%
$215,646
200,000 shares@ $1.08 avg price
8341⤦Solaredge Technologies Inc
Recent Activity
New Position
0.01%
$214,427
230,000 shares@ $0.94 avg price
4270⤦Herbalife Ltd
Recent Activity
New Position
0.01%
$205,953
275,000 shares@ $0.75 avg price
DISVDimensional Etf Trust
Recent Activity
New Position
0.01%
$201,851
6,946 shares@ $29.07 avg price
KRBNKraneshares Trust
Recent Activity
New Position
0.01%
$185,844
5,870 shares@ $31.66 avg price
QMARFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$181,161
6,327 shares@ $28.64 avg price