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Annapolis Financial Services’s Wells Fargo WFC Stock Holding History

Annapolis Financial Services’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 		$61.9K Buy
1,095
+35
+3% +$1.98K 0.02% 140
2024
Q2 		$63K Buy
1,060
+2
+0.2% +$118 0.02% 137
2024
Q1 		$61.3K Buy
1,058
+3
+0.3% +$157 0.02% 132
2023
Q4 		$51.9K Sell
1,055
-247
-19% -$10.7K 0.01% 195
2023
Q3 		$53.2K Buy
1,302
+4
+0.3% +$173 0.02% 182
2023
Q2 		$55.4K Sell
1,298
-190
-13% -$7.65K 0.02% 179
2023
Q1 		$55.6K Buy
1,488
+3
+0.2% +$131 0.02% 167
2022
Q4 		$61.3K Buy
1,485
+2
+0.1% +$89 0.02% 161
2022
Q3 		$60K Sell
1,483
-534
-26% -$22.9K 0.02% 166
2022
Q2 		$79K Buy
2,017
+3
+0.1% +$132 0.03% 152
2022
Q1 		$98K Sell
2,014
-38
-2% -$2.03K 0.03% 144
2021
Q4 		$98K Sell
2,052
-47
-2% -$2.31K 0.03% 147
2021
Q3 		$97K Buy
2,099
+2
+0.1% +$93 0.03% 137
2021
Q2 		$95K Buy
2,097
+1
+0% +$45 0.03% 133
2021
Q1 		$82K Sell
2,096
-9
-0.4% -$319 0.03% 133
2020
Q4 		$64K Buy
+2,105
New +$54.5K 0.02% 137

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

Annapolis Financial Services's WFC Position: Q3 2024 in Review

Annapolis Financial Services increased its Wells Fargo (WFC) stake by 3.3% in Q3 2024, buying an estimated $1.98K and bringing the position to 1,095 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #140.

Annapolis Financial Services first reported a position in WFC in Q4 2020 and has held it in 16 quarters since. The position peaked at $98K in Q1 2022. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Annapolis Financial Services held 1,095 shares of Wells Fargo worth $61.9K as of Q3 2024.
  • Annapolis Financial Services bought 35 Wells Fargo shares in Q3 2024, an estimated $1.98K.
  • Wells Fargo made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #140 holding.
  • Annapolis Financial Services first reported a position in Wells Fargo in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's Wells Fargo position peaked at $98K in Q1 2022.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.