America First Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-341
| Closed | -$20.3K | – | 76 |
|
|
2024
Q2 | $20.3K | Hold |
341
| – | – | 0.01% | 66 |
|
|
2024
Q1 | $19.8K | Hold |
341
| – | – | ﹤0.01% | 69 |
|
|
2023
Q4 | $16.8K | Hold |
341
| – | – | ﹤0.01% | 83 |
|
|
2023
Q3 | $13.9K | Hold |
341
| – | – | ﹤0.01% | 85 |
|
|
2023
Q2 | $14.6K | Hold |
341
| – | – | ﹤0.01% | 85 |
|
|
2023
Q1 | $12.7K | Sell |
341
-220
| -39% | -$9.59K | ﹤0.01% | 86 |
|
|
2022
Q4 | $23K | Hold |
561
| – | – | 0.01% | 61 |
|
|
2022
Q3 | $23K | Buy |
561
+220
| +65% | +$9.45K | 0.01% | 58 |
|
|
2022
Q2 | $13K | Hold |
341
| – | – | ﹤0.01% | 62 |
|
|
2022
Q1 | $17K | Hold |
341
| – | – | ﹤0.01% | 63 |
|
|
2021
Q4 | $16K | Hold |
341
| – | – | ﹤0.01% | 66 |
|
|
2021
Q3 | $16K | Hold |
341
| – | – | ﹤0.01% | 68 |
|
|
2021
Q2 | $15K | Sell |
341
-128
| -27% | -$5.72K | ﹤0.01% | 69 |
|
|
2021
Q1 | $18K | Hold |
469
| – | – | 0.01% | 67 |
|
|
2020
Q4 | $14K | Sell |
469
-1,943
| -81% | -$50.3K | ﹤0.01% | 69 |
|
|
2020
Q3 | $57K | Hold |
2,412
| – | – | 0.02% | 53 |
|
|
2020
Q2 | $62K | Hold |
2,412
| – | – | 0.02% | 54 |
|
|
2020
Q1 | $69K | Hold |
2,412
| – | – | 0.03% | 49 |
|
|
2019
Q4 | $130K | Hold |
2,412
| – | – | 0.04% | 44 |
|
|
2019
Q3 | $122K | Hold |
2,412
| – | – | 0.04% | 45 |
|
|
2019
Q2 | $114K | Hold |
2,412
| – | – | 0.03% | 46 |
|
|
2019
Q1 | $117K | Hold |
2,412
| – | – | 0.04% | 47 |
|
|
2018
Q4 | $111K | Hold |
2,412
| – | – | 0.04% | 47 |
|
|
2018
Q3 | $127K | Hold |
2,412
| – | – | 0.04% | 46 |
|
|
2018
Q2 | $134K | Hold |
2,412
| – | – | 0.04% | 45 |
|
|
2018
Q1 | $126K | Sell |
2,412
-200
| -8% | -$11.9K | 0.05% | 45 |
|
|
2017
Q4 | $158K | Hold |
2,612
| – | – | 0.05% | 43 |
|
|
2017
Q3 | $144K | Hold |
2,612
| – | – | 0.05% | 47 |
|
|
2017
Q2 | $145K | Buy |
2,612
+200
| +8% | +$10.7K | 0.05% | 47 |
|
|
2017
Q1 | $134K | Buy |
2,412
+925
| +62% | +$52.5K | 0.05% | 54 |
|
|
2016
Q4 | $82K | Hold |
1,487
| – | – | 0.03% | 54 |
|
|
2016
Q3 | $66K | Hold |
1,487
| – | – | 0.03% | 57 |
|
|
2016
Q2 | $70K | Sell |
1,487
-111
| -7% | -$5.41K | 0.03% | 57 |
|
|
2016
Q1 | $77K | Hold |
1,598
| – | – | 0.03% | 56 |
|
|
2015
Q4 | $87K | Hold |
1,598
| – | – | 0.04% | 51 |
|
|
2015
Q3 | $82K | Hold |
1,598
| – | – | 0.04% | 52 |
|
|
2015
Q2 | $90K | Hold |
1,598
| – | – | 0.04% | 51 |
|
|
2015
Q1 | $87K | Hold |
1,598
| – | – | 0.04% | 58 |
|
|
2014
Q4 | $88K | Hold |
1,598
| – | – | 0.04% | 60 |
|
|
2014
Q3 | $83K | Hold |
1,598
| – | – | 0.04% | 60 |
|
|
2014
Q2 | $84K | Hold |
1,598
| – | – | 0.04% | 63 |
|
|
2014
Q1 | $79K | Sell |
1,598
-100
| -6% | -$4.66K | 0.04% | 65 |
|
|
2013
Q4 | $77K | Hold |
1,698
| – | – | 0.04% | 68 |
|
|
2013
Q3 | $70K | Buy |
1,698
+100
| +6% | +$4.27K | 0.04% | 71 |
|
|
2013
Q2 | $66K | Buy |
+1,598
| New | +$62.3K | 0.03% | 67 |
|
Other funds holding WFC
America First Investment Advisors's WFC Position: Q3 2024 in Review
America First Investment Advisors sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 341 shares — an estimated $20.3K sold.
America First Investment Advisors first reported a position in WFC in Q2 2013 and held it in 45 quarters. The position peaked at $158K in Q4 2017. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.
- America First Investment Advisors reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
- America First Investment Advisors sold 341 Wells Fargo shares in Q3 2024, an estimated $20.3K.
- America First Investment Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 45 quarters.
- America First Investment Advisors's Wells Fargo position peaked at $158K in Q4 2017.
- 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.
Based on America First Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.