SEC 13F Intelligence

Morgan Jess S & Co Inc / WFC

Morgan Jess S & Co Inc’s Wells Fargo & Co Position

Does Morgan Jess S & Co Inc own Wells Fargo & Co (WFC)? Not currently — the last reported position was 79.5K shares worth $4M in Q1 2022; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$4M
Q1 2022
Shares
79.5K
% of Portfolio
+2.80%
Quarters Held
2
position exited

Position History WFC

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202279.5K$4M+2.80%
Q4 202186.2K$4M+2.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Morgan Jess S & Co Inc’s full portfolio or all institutional holders of WFC.