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Cedar Brook Financial Partners’s Wells Fargo WFC Stock Holding History

Cedar Brook Financial Partners’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
-7,282
Closed -$422K – 422
2024
Q1 		$422K Buy
7,282
+115
+2% +$6.02K 0.08% 233
2023
Q4 		$351K Buy
7,167
+1,140
+19% +$49.2K 0.08% 257
2023
Q3 		$246K Sell
6,027
-336
-5% -$14.5K 0.06% 298
2023
Q2 		$272K Sell
6,363
-1,276
-17% -$51.4K 0.06% 301
2023
Q1 		$286K Sell
7,639
-225
-3% -$9.81K 0.07% 273
2022
Q4 		$325K Buy
7,864
+394
+5% +$17.4K 0.09% 255
2022
Q3 		$300K Buy
7,470
+123
+2% +$5.28K 0.1% 242
2022
Q2 		$288K Hold
7,347
– – 0.09% 247
2022
Q1 		$356K Sell
7,347
-552
-7% -$29.5K 0.09% 236
2021
Q4 		$379K Sell
7,899
-74
-0.9% -$3.64K 0.1% 225
2021
Q3 		$370K Sell
7,973
-182
-2% -$8.42K 0.11% 211
2021
Q2 		$369K Buy
8,155
+2,117
+35% +$94.5K 0.11% 225
2021
Q1 		$236K Buy
+6,038
New +$214K 0.08% 278
2020
Q1 		– Sell
-9,644
Closed -$519K – 305
2019
Q4 		$519K Sell
9,644
-452
-4% -$23.7K 0.22% 135
2019
Q3 		$509K Sell
10,096
-1,526
-13% -$71.9K 0.22% 142
2019
Q2 		$550K Buy
11,622
+1,052
+10% +$49.2K 0.25% 124
2019
Q1 		$511K Buy
10,570
+2,245
+27% +$110K 0.25% 134
2018
Q4 		$384K Buy
+8,325
New +$426K 0.23% 145

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

Cedar Brook Financial Partners's WFC Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 7,282 shares — an estimated $422K sold.

Cedar Brook Financial Partners first reported a position in WFC in Q4 2018 and held it in 18 quarters. The position peaked at $550K in Q2 2019. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 7,282 Wells Fargo shares in Q2 2024, an estimated $422K.
  • Cedar Brook Financial Partners first reported a position in Wells Fargo in Q4 2018 and held it in 18 quarters.
  • Cedar Brook Financial Partners's Wells Fargo position peaked at $550K in Q2 2019.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.