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AJ Wealth Strategies’s Wells Fargo WFC Stock Holding History

AJ Wealth Strategies’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
Q2 		$555K Buy
12,994
+1,622
+14% +$65.3K 0.03% 175
2023
Q1 		$425K Buy
11,372
+29
+0.3% +$1.26K 0.02% 195
2022
Q4 		$468K Buy
11,343
+10
+0.1% +$443 0.02% 188
2022
Q3 		$456K Buy
11,333
+11
+0.1% +$473 0.03% 189
2022
Q2 		$443K Buy
11,322
+9
+0.1% +$395 0.02% 198
2022
Q1 		$548K Buy
11,313
+8
+0.1% +$428 0.03% 192
2021
Q4 		$542K Buy
11,305
+6
+0.1% +$295 0.03% 196
2021
Q3 		$524K Sell
11,299
-83
-0.7% -$3.84K 0.03% 189
2021
Q2 		$516K Buy
11,382
+3
+0% +$134 0.03% 178
2021
Q1 		$445K Buy
11,379
+4
+0% +$142 0.03% 175
2020
Q4 		$343K Buy
11,375
+6
+0.1% +$155 0.03% 180
2020
Q3 		$267K Sell
11,369
-3,771
-25% -$92.9K 0.03% 178
2020
Q2 		$388K Buy
+15,140
New +$414K 0.04% 144

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AJ Wealth Strategies's WFC Position: Q2 2023 in Review

AJ Wealth Strategies increased its Wells Fargo (WFC) stake by 14% in Q2 2023, buying an estimated $65.3K and bringing the position to 12,994 shares worth $555K. The position accounts for 0.03% of the portfolio, ranked #175.

AJ Wealth Strategies first reported a position in WFC in Q2 2020 and has held it in 13 quarters since. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • AJ Wealth Strategies held 12,994 shares of Wells Fargo worth $555K as of Q2 2023.
  • AJ Wealth Strategies bought 1,622 Wells Fargo shares in Q2 2023, an estimated $65.3K.
  • Wells Fargo made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #175 holding.
  • AJ Wealth Strategies first reported a position in Wells Fargo in Q2 2020 and has held it in 13 quarters since.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.