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AlphaCentric Advisors’s Wells Fargo WFC Stock Holding History

AlphaCentric 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
Q4 		$122K Sell
1,738
-87
-5% -$5.94K 0.12% 149
2024
Q3 		$103K Sell
1,825
-58
-3% -$3.28K 0.08% 183
2024
Q2 		$112K Sell
1,883
-63
-3% -$3.72K 0.08% 153
2024
Q1 		$113K Sell
1,946
-252
-11% -$13.2K 0.07% 177
2023
Q4 		$108K Buy
+2,198
New +$94.9K 0.07% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AlphaCentric Advisors's WFC Position: Q4 2024 in Review

AlphaCentric Advisors reduced its Wells Fargo (WFC) stake by 4.8% in Q4 2024, selling an estimated $5.94K and leaving 1,738 shares worth $122K. The position accounts for 0.12% of the portfolio, ranked #149.

AlphaCentric Advisors first reported a position in WFC in Q4 2023 and has held it in 5 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • AlphaCentric Advisors held 1,738 shares of Wells Fargo worth $122K as of Q4 2024.
  • AlphaCentric Advisors sold 87 Wells Fargo shares in Q4 2024, an estimated $5.94K.
  • Wells Fargo made up 0.12% of AlphaCentric Advisors's portfolio in Q4 2024, its #149 holding.
  • AlphaCentric Advisors first reported a position in Wells Fargo in Q4 2023 and has held it in 5 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.