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Amplius Wealth Advisors’s Wells Fargo WFC Stock Holding History

Amplius Wealth 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
Q2 		– Sell
-4,476
Closed -$259K – 184
2024
Q1 		$259K Sell
4,476
-296
-6% -$15.5K 0.03% 147
2023
Q4 		$235K Sell
4,772
-124
-3% -$5.35K 0.03% 149
2023
Q3 		$200K Sell
4,896
-14
-0.3% -$604 0.03% 155
2023
Q2 		$210K Buy
+4,910
New +$198K 0.03% 159
2022
Q1 		– Sell
-2,978
Closed -$142K – 917
2021
Q4 		$142K Buy
+2,978
New +$147K 0.02% 213

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Amplius Wealth Advisors's WFC Position: Q2 2024 in Review

Amplius Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 4,476 shares — an estimated $259K sold.

Amplius Wealth Advisors first reported a position in WFC in Q4 2021 and held it in 5 quarters. The position peaked at $259K in Q1 2024. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Amplius Wealth Advisors reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Amplius Wealth Advisors sold 4,476 Wells Fargo shares in Q2 2024, an estimated $259K.
  • Amplius Wealth Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 5 quarters.
  • Amplius Wealth Advisors's Wells Fargo position peaked at $259K in Q1 2024.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Amplius Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.