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BKM Wealth Management’s Wells Fargo WFC Stock Holding History

BKM 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
Q2 		– Sell
-2,523
Closed -$146K – 199
2024
Q1 		$146K Buy
2,523
+522
+26% +$27.3K 0.06% 173
2023
Q4 		$98.5K Buy
+2,001
New +$86.3K 0.04% 201

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BKM Wealth Management's WFC Position: Q2 2024 in Review

BKM Wealth Management sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 2,523 shares — an estimated $146K sold.

BKM Wealth Management first reported a position in WFC in Q4 2023 and held it in 2 quarters. The position peaked at $146K in Q1 2024. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • BKM Wealth Management reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,523 Wells Fargo shares in Q2 2024, an estimated $146K.
  • BKM Wealth Management first reported a position in Wells Fargo in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Wells Fargo position peaked at $146K in Q1 2024.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.