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Ables Iannone Moore & Associates’s Wells Fargo WFC Stock Holding History

Ables Iannone Moore & Associates’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
Q1 		– Sell
-10
Closed -$492 – 291
2023
Q4 		$492 Buy
+10
New +$432 ﹤0.01% 283

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ables Iannone Moore & Associates's WFC Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 10 shares — an estimated $492 sold.

Ables Iannone Moore & Associates first reported a position in WFC in Q4 2023 and held it in 1 quarter. The position peaked at $492 in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 10 Wells Fargo shares in Q1 2024, an estimated $492.
  • Ables Iannone Moore & Associates first reported a position in Wells Fargo in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Wells Fargo position peaked at $492 in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.