Alterna Wealth Management’s Wells Fargo WFC Stock Holding History

Alterna Wealth Management’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 Q2	–	Sell	-15,028	Closed	-$871K	–	114
2024 Q1	$871K	Buy	15,028 +3,809	+34%	+$199K	0.71%	32
2023 Q4	$552K	Hold	11,219	–	–	0.66%	41
2023 Q3	$458K	Sell	11,219 -150	-1%	-$6.48K	0.59%	48
2023 Q2	$485K	Sell	11,369 -650	-5%	-$26.2K	0.56%	44
2023 Q1	$449K	Sell	12,019 -1,355	-10%	-$59.1K	0.56%	46
2022 Q4	$552K	Buy	13,374 +57	+0.4%	+$2.52K	0.62%	36
2022 Q3	$536K	Sell	13,317 -1,350	-9%	-$58K	0.64%	35
2022 Q2	$575K	Sell	14,667 -500	-3%	-$21.9K	0.58%	36
2022 Q1	$735K	Buy	15,167 +500	+3%	+$26.8K	0.62%	36
2021 Q4	$704K	Buy	+14,667	New	+$722K	0.58%	44
2019 Q1	–	Sell	-53,757	Closed	-$2.98M	–	335
2018 Q4	$2.98M	Buy	+53,757	New	+$2.75M	0.49%	36

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Alterna Wealth Management's WFC Position: Q2 2024 in Review

Alterna Wealth Management sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 15,028 shares — an estimated $871K sold.

Alterna Wealth Management first reported a position in WFC in Q4 2018 and held it in 11 quarters. The position peaked at $2.98M in Q4 2018. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Alterna Wealth Management reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
Alterna Wealth Management sold 15,028 Wells Fargo shares in Q2 2024, an estimated $871K.
Alterna Wealth Management first reported a position in Wells Fargo in Q4 2018 and held it in 11 quarters.
Alterna Wealth Management's Wells Fargo position peaked at $2.98M in Q4 2018.
2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Alterna Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.