Avaii Wealth Management’s Wells Fargo WFC Stock Holding History

Avaii 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 Q3	–	Sell	-4,114	Closed	-$244K	–	159
2024 Q2	$244K	Sell	4,114 -569	-12%	-$33.6K	0.14%	121
2024 Q1	$271K	Sell	4,683 -376	-7%	-$19.7K	0.16%	112
2023 Q4	$249K	Sell	5,059 -24	-0.5%	-$1.04K	0.16%	122
2023 Q3	$208K	Buy	+5,083	New	+$219K	0.16%	131

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Avaii Wealth Management's WFC Position: Q3 2024 in Review

Avaii Wealth Management sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 4,114 shares — an estimated $244K sold.

Avaii Wealth Management first reported a position in WFC in Q3 2023 and held it in 4 quarters. The position peaked at $271K in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Avaii Wealth Management reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Avaii Wealth Management sold 4,114 Wells Fargo shares in Q3 2024, an estimated $244K.
Avaii Wealth Management first reported a position in Wells Fargo in Q3 2023 and held it in 4 quarters.
Avaii Wealth Management's Wells Fargo position peaked at $271K in Q1 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Avaii Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.