Capital Wealth Alliance’s Wells Fargo WFC Stock Holding History

Capital Wealth Alliance’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 Q3	–	Sell	-5,392	Closed	-$230K	–	111
2023 Q2	$230K	Buy	+5,392	New	+$217K	0.17%	90
2020 Q1	–	Sell	-1,252	Closed	-$59K	–	348
2019 Q4	$59K	Buy	+1,252	New	+$65.6K	0.05%	133

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Wealth Alliance's WFC Position: Q3 2023 in Review

Capital Wealth Alliance sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 5,392 shares — an estimated $230K sold.

Capital Wealth Alliance first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $230K in Q2 2023. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Capital Wealth Alliance reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Capital Wealth Alliance sold 5,392 Wells Fargo shares in Q3 2023, an estimated $230K.
Capital Wealth Alliance first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
Capital Wealth Alliance's Wells Fargo position peaked at $230K in Q2 2023.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Capital Wealth Alliance's 13F filing for Q3 2023, filed 6 Nov 2023.