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Carmichael Hill & Associates’s Wells Fargo WFC Stock Holding History

Carmichael Hill & Associates’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 		$84.1K Buy
1,490
+6
+0.4% +$339 0.03% 285
2024
Q2 		$88.2K Sell
1,484
-1,037
-41% -$61.2K 0.03% 258
2024
Q1 		$146K Buy
2,521
+5
+0.2% +$262 0.06% 214
2023
Q4 		$124K Buy
2,516
+6
+0.2% +$259 0.05% 233
2023
Q3 		$103K Buy
2,510
+6
+0.2% +$259 0.05% 240
2023
Q2 		$107K Buy
2,504
+1,770
+241% +$71.2K 0.05% 239
2023
Q1 		$27.4K Buy
734
+5
+0.7% +$218 0.01% 413
2022
Q4 		$30.1K Buy
729
+5
+0.7% +$221 0.02% 411
2022
Q3 		$29K Buy
724
+5
+0.7% +$215 0.02% 417
2022
Q2 		$28K Sell
719
-1,761
-71% -$77.3K 0.01% 422
2022
Q1 		$121K Buy
2,480
+1,768
+248% +$94.6K 0.06% 218
2021
Q4 		$34K Buy
712
+3
+0.4% +$148 0.02% 434
2021
Q3 		$33K Buy
709
+3
+0.4% +$139 0.02% 438
2021
Q2 		$32K Buy
706
+2
+0.3% +$89 0.02% 448
2021
Q1 		$28K Buy
704
+2
+0.3% +$71 0.02% 450
2020
Q4 		$21K Buy
702
+2
+0.3% +$52 0.01% 465
2020
Q3 		$16K Buy
700
+200
+40% +$4.93K 0.01% 464
2020
Q2 		$13K Sell
500
-100
-17% -$2.74K 0.01% 474
2020
Q1 		$17K Sell
600
-101
-14% -$4.29K 0.01% 392
2019
Q4 		$38K Buy
+701
New +$36.7K 0.03% 317
2018
Q1 		– Sell
-4,138
Closed -$251K – 124
2017
Q4 		$251K Buy
+4,138
New +$234K 0.27% 98

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

Carmichael Hill & Associates's WFC Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Wells Fargo (WFC) stake by 0.4% in Q3 2024, buying an estimated $339 and bringing the position to 1,490 shares worth $84.1K. The position accounts for 0.03% of the portfolio, ranked #285.

Carmichael Hill & Associates first reported a position in WFC in Q4 2017 and has held it in 21 quarters since. The position peaked at $251K in Q4 2017. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Carmichael Hill & Associates held 1,490 shares of Wells Fargo worth $84.1K as of Q3 2024.
  • Carmichael Hill & Associates bought 6 Wells Fargo shares in Q3 2024, an estimated $339.
  • Wells Fargo made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #285 holding.
  • Carmichael Hill & Associates first reported a position in Wells Fargo in Q4 2017 and has held it in 21 quarters since.
  • Carmichael Hill & Associates's Wells Fargo position peaked at $251K in Q4 2017.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.