Briaud Financial Planning’s Wells Fargo WFC Stock Holding History

Briaud Financial Planning’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 Q4	–	Sell	-46	Closed	-$1K	–	167
2023 Q3	$1K	Buy	+46	New	+$1.99K	﹤0.01%	157

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Briaud Financial Planning's WFC Position: Q4 2023 in Review

Briaud Financial Planning sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 46 shares — an estimated $1K sold.

Briaud Financial Planning first reported a position in WFC in Q3 2023 and held it in 1 quarter. The position peaked at $1K in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Briaud Financial Planning reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Briaud Financial Planning sold 46 Wells Fargo shares in Q4 2023, an estimated $1K.
Briaud Financial Planning first reported a position in Wells Fargo in Q3 2023 and held it in 1 quarter.
Briaud Financial Planning's Wells Fargo position peaked at $1K in Q3 2023.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.