9WM
WFC icon

9258 Wealth Management’s Wells Fargo WFC Stock Holding History

9258 Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$725K Buy
12,842
+5
+0% +$283 0.11% 157
2024
Q2 		$762K Buy
12,837
+3
+0% +$177 0.12% 144
2024
Q1 		$744K Sell
12,834
-138
-1% -$7.22K 0.12% 150
2023
Q4 		$638K Buy
12,972
+516
+4% +$22.3K 0.11% 156
2023
Q3 		$509K Sell
12,456
-17
-0.1% -$734 0.1% 172
2023
Q2 		$532K Buy
12,473
+212
+2% +$8.53K 0.1% 175
2023
Q1 		$458K Buy
12,261
+81
+0.7% +$3.53K 0.09% 189
2022
Q4 		$503K Buy
12,180
+1,015
+9% +$44.9K 0.11% 171
2022
Q3 		$449K Buy
11,165
+149
+1% +$6.4K 0.11% 177
2022
Q2 		$431K Sell
11,016
-362
-3% -$15.9K 0.11% 193
2022
Q1 		$551K Sell
11,378
-495
-4% -$26.5K 0.13% 175
2021
Q4 		$570K Buy
11,873
+1,563
+15% +$77K 0.13% 171
2021
Q3 		$478K Buy
10,310
+328
+3% +$15.2K 0.13% 181
2021
Q2 		$452K Buy
9,982
+610
+7% +$27.2K 0.12% 188
2021
Q1 		$366K Buy
9,372
+410
+5% +$14.5K 0.11% 200
2020
Q4 		$270K Sell
8,962
-3,986
-31% -$103K 0.09% 245
2020
Q3 		$278K Sell
12,948
-1,293
-9% -$31.9K 0.11% 218
2020
Q2 		$365K Sell
14,241
-442
-3% -$12.1K 0.15% 170
2020
Q1 		$417K Sell
14,683
-3,441
-19% -$146K 0.18% 144
2019
Q4 		$975K Buy
18,124
+3,385
+23% +$177K 0.36% 78
2019
Q3 		$743K Buy
14,739
+725
+5% +$34.2K 0.58% 59
2019
Q2 		$663K Buy
14,014
+2,561
+22% +$120K 0.53% 62
2019
Q1 		$553K Sell
11,453
-698
-6% -$34.3K 0.47% 72
2018
Q4 		$560K Buy
+12,151
New +$622K 0.54% 62

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's WFC Position: Q3 2024 in Review

9258 Wealth Management increased its Wells Fargo (WFC) stake by 0.04% in Q3 2024, buying an estimated $283 and bringing the position to 12,842 shares worth $725K. The position accounts for 0.11% of the portfolio, ranked #157.

9258 Wealth Management first reported a position in WFC in Q4 2018 and has held it in 24 quarters since. The position peaked at $975K in Q4 2019. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • 9258 Wealth Management held 12,842 shares of Wells Fargo worth $725K as of Q3 2024.
  • 9258 Wealth Management bought 5 Wells Fargo shares in Q3 2024, an estimated $283.
  • Wells Fargo made up 0.11% of 9258 Wealth Management's portfolio in Q3 2024, its #157 holding.
  • 9258 Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 24 quarters since.
  • 9258 Wealth Management's Wells Fargo position peaked at $975K in Q4 2019.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.