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BDO Wealth Advisors’s Wells Fargo WFC Stock Holding History

BDO 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
2023
Q2 		$382K Buy
8,939
+7,824
+702% +$315K 0.04% 197
2023
Q1 		$41.7K Buy
1,115
+240
+27% +$10.5K 0.01% 451
2022
Q4 		$36.1K Hold
875
– – ﹤0.01% 466
2022
Q3 		$35K Buy
875
+100
+13% +$4.3K ﹤0.01% 471
2022
Q2 		$30K Hold
775
– – ﹤0.01% 497
2022
Q1 		$38K Hold
775
– – ﹤0.01% 482
2021
Q4 		$37K Sell
775
-1,300
-63% -$64K ﹤0.01% 503
2021
Q3 		$96K Sell
2,075
-196
-9% -$9.07K 0.01% 357
2021
Q2 		$103K Sell
2,271
-3,300
-59% -$147K 0.01% 367
2021
Q1 		$218K Buy
5,571
+4,871
+696% +$172K 0.03% 278
2020
Q4 		$21K Sell
700
-1,250
-64% -$32.4K ﹤0.01% 463
2020
Q3 		$46K Sell
1,950
-1,100
-36% -$27.1K 0.01% 343
2020
Q2 		$78K Sell
3,050
-983
-24% -$26.9K 0.01% 290
2020
Q1 		$116K Buy
4,033
+2,100
+109% +$89.3K 0.02% 256
2019
Q4 		$104K Sell
1,933
-864
-31% -$45.3K 0.03% 245
2019
Q3 		$141K Buy
2,797
+9
+0.3% +$424 0.04% 224
2019
Q2 		$132K Sell
2,788
-196
-7% -$9.17K 0.04% 227
2019
Q1 		$144K Sell
2,984
-1,543
-34% -$75.9K 0.04% 194
2018
Q4 		$209K Sell
4,527
-1,137
-20% -$58.2K 0.07% 143
2018
Q3 		$298K Buy
5,664
+249
+5% +$14.2K 0.1% 125
2018
Q2 		$300K Buy
5,415
+1,156
+27% +$61.9K 0.1% 120
2018
Q1 		$223K Buy
4,259
+862
+25% +$51.2K 0.08% 118
2017
Q4 		$206K Buy
3,397
+426
+14% +$24.1K 0.09% 111
2017
Q3 		$164K Buy
2,971
+237
+9% +$12.6K 0.08% 113
2017
Q2 		$151K Buy
+2,734
New +$146K 0.07% 139

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's WFC Position: Q2 2023 in Review

BDO Wealth Advisors increased its Wells Fargo (WFC) stake by 702% in Q2 2023, buying an estimated $315K and bringing the position to 8,939 shares worth $382K. The position accounts for 0.04% of the portfolio, ranked #197.

BDO Wealth Advisors first reported a position in WFC in Q2 2017 and has held it in 25 quarters since. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

  • BDO Wealth Advisors held 8,939 shares of Wells Fargo worth $382K as of Q2 2023.
  • BDO Wealth Advisors bought 7,824 Wells Fargo shares in Q2 2023, an estimated $315K.
  • Wells Fargo made up 0.04% of BDO Wealth Advisors's portfolio in Q2 2023, its #197 holding.
  • BDO Wealth Advisors first reported a position in Wells Fargo in Q2 2017 and has held it in 25 quarters since.
  • 1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.