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Authentikos Wealth Advisory’s Wells Fargo WFC Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-41
Closed -$1.68K – 601
2023
Q3 		$1.68K Buy
+41
New +$1.77K ﹤0.01% 455

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Authentikos Wealth Advisory's WFC Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 41 shares — an estimated $1.68K sold.

Authentikos Wealth Advisory first reported a position in WFC in Q3 2023 and held it in 1 quarter. The position peaked at $1.68K in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 41 Wells Fargo shares in Q4 2023, an estimated $1.68K.
  • Authentikos Wealth Advisory first reported a position in Wells Fargo in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Wells Fargo position peaked at $1.68K in Q3 2023.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.