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Boston Mountain Money Management’s Wells Fargo WFC Stock Holding History

Boston Mountain Money 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 		$294K Hold
5,210
– – 0.17% 45
2024
Q2 		$309K Hold
5,210
– – 0.2% 41
2024
Q1 		$302K Buy
+5,210
New +$273K 0.21% 41

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

Boston Mountain Money Management's WFC Position: Q3 2024 in Review

Boston Mountain Money Management held its Wells Fargo (WFC) position steady in Q3 2024 at 5,210 shares worth $294K. The position accounts for 0.17% of the portfolio, ranked #45.

Boston Mountain Money Management first reported a position in WFC in Q1 2024 and has held it in 3 quarters since. The position peaked at $309K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Boston Mountain Money Management held 5,210 shares of Wells Fargo worth $294K as of Q3 2024.
  • Boston Mountain Money Management left its Wells Fargo share count unchanged in Q3 2024.
  • Wells Fargo made up 0.17% of Boston Mountain Money Management's portfolio in Q3 2024, its #45 holding.
  • Boston Mountain Money Management first reported a position in Wells Fargo in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's Wells Fargo position peaked at $309K in Q2 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.