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Axiom Advisory’s Wells Fargo WFC Stock Holding History

Axiom 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
2024
Q3 		$992K Buy
17,536
+274
+2% +$15.5K 0.01% 162
2024
Q2 		$1.02M Buy
+17,262
New +$1.02M 0.01% 149

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

Axiom Advisory's WFC Position: Q3 2024 in Review

Axiom Advisory increased its Wells Fargo (WFC) stake by 1.6% in Q3 2024, buying an estimated $15.5K and bringing the position to 17,536 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #162.

Axiom Advisory first reported a position in WFC in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.02M in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Axiom Advisory held 17,536 shares of Wells Fargo worth $992K as of Q3 2024.
  • Axiom Advisory bought 274 Wells Fargo shares in Q3 2024, an estimated $15.5K.
  • Wells Fargo made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #162 holding.
  • Axiom Advisory first reported a position in Wells Fargo in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Wells Fargo position peaked at $1.02M in Q2 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.