Acima Private Wealth’s Wells Fargo WFC Stock Holding History

Acima Private Wealth’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
2023 Q4	–	Sell	-1,687	Closed	-$68.9K	–	259
2023 Q3	$68.9K	Sell	1,687 -885	-34%	-$38.2K	0.03%	156
2023 Q2	$110K	Hold	2,572	–	–	0.05%	144
2023 Q1	$96.1K	Hold	2,572	–	–	0.05%	149
2022 Q4	$106K	Hold	2,572	–	–	0.05%	138
2022 Q3	$103K	Hold	2,572	–	–	0.05%	135
2022 Q2	$101K	Hold	2,572	–	–	0.05%	142
2022 Q1	$125K	Hold	2,572	–	–	0.06%	139
2021 Q4	$123K	Hold	2,572	–	–	0.05%	141
2021 Q3	$119K	Hold	2,572	–	–	0.05%	140
2021 Q2	$116K	Hold	2,572	–	–	0.05%	141
2021 Q1	$100K	Buy	+2,572	New	+$91.1K	0.05%	144
2020 Q3	–	Sell	-5,028	Closed	-$129K	–	246
2020 Q2	$129K	Hold	5,028	–	–	0.08%	135
2020 Q1	$144K	Hold	5,028	–	–	0.11%	129
2019 Q4	$271K	Hold	5,028	–	–	0.19%	114
2019 Q3	$253K	Hold	5,028	–	–	0.19%	111
2019 Q2	$238K	Hold	5,028	–	–	0.19%	109
2019 Q1	$243K	Hold	5,028	–	–	0.21%	104
2018 Q4	$232K	Buy	+5,028	New	+$258K	0.23%	100

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Acima Private Wealth's WFC Position: Q4 2023 in Review

Acima Private Wealth sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 1,687 shares — an estimated $68.9K sold.

Acima Private Wealth first reported a position in WFC in Q4 2018 and held it in 18 quarters. The position peaked at $271K in Q4 2019. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Acima Private Wealth reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Acima Private Wealth sold 1,687 Wells Fargo shares in Q4 2023, an estimated $68.9K.
Acima Private Wealth first reported a position in Wells Fargo in Q4 2018 and held it in 18 quarters.
Acima Private Wealth's Wells Fargo position peaked at $271K in Q4 2019.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Acima Private Wealth's 13F filing for Q4 2023, filed 29 Feb 2024.