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Alera Investment Advisors’s Wells Fargo WFC Stock Holding History

Alera Investment Advisors’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 		$457K Buy
8,095
+1,155
+17% +$65.3K 0.05% 145
2024
Q2 		$412K Buy
+6,940
New +$410K 0.05% 156
2019
Q2 		– Sell
-2,616
Closed -$126K – 1011
2019
Q1 		$126K Buy
2,616
+106
+4% +$5.21K 0.06% 92
2018
Q4 		$116K Buy
+2,510
New +$129K 0.07% 105

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

Alera Investment Advisors's WFC Position: Q3 2024 in Review

Alera Investment Advisors increased its Wells Fargo (WFC) stake by 17% in Q3 2024, buying an estimated $65.3K and bringing the position to 8,095 shares worth $457K. The position accounts for 0.05% of the portfolio, ranked #145.

Alera Investment Advisors first reported a position in WFC in Q4 2018 and has held it in 4 quarters since. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Alera Investment Advisors held 8,095 shares of Wells Fargo worth $457K as of Q3 2024.
  • Alera Investment Advisors bought 1,155 Wells Fargo shares in Q3 2024, an estimated $65.3K.
  • Wells Fargo made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #145 holding.
  • Alera Investment Advisors first reported a position in Wells Fargo in Q4 2018 and has held it in 4 quarters since.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.