Cetera Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10.4M | Buy |
178,869
+102,374
| +134% | +$5.36M | 0.08% | 240 |
|
|
2023
Q4 | $3.77M | Sell |
76,495
-3,229
| -4% | -$139K | 0.05% | 345 |
|
|
2023
Q3 | $3.26M | Sell |
79,724
-645
| -0.8% | -$27.8K | 0.05% | 338 |
|
|
2023
Q2 | $3.43M | Sell |
80,369
-7,106
| -8% | -$286K | 0.05% | 322 |
|
|
2023
Q1 | $3.27M | Buy |
87,475
+11,296
| +15% | +$492K | 0.05% | 321 |
|
|
2022
Q4 | $3.15M | Buy |
76,179
+15,558
| +26% | +$689K | 0.06% | 328 |
|
|
2022
Q3 | $2.44M | Sell |
60,621
-2,426
| -4% | -$104K | 0.06% | 315 |
|
|
2022
Q2 | $2.47M | Sell |
63,047
-4,812
| -7% | -$211K | 0.06% | 331 |
|
|
2022
Q1 | $3.29M | Buy |
67,859
+7,995
| +13% | +$428K | 0.07% | 304 |
|
|
2021
Q4 | $2.87M | Sell |
59,864
-17,734
| -23% | -$873K | 0.06% | 322 |
|
|
2021
Q3 | $3.6M | Buy |
77,598
+14,951
| +24% | +$692K | 0.07% | 284 |
|
|
2021
Q2 | $2.84M | Buy |
62,647
+8,789
| +16% | +$392K | 0.07% | 290 |
|
|
2021
Q1 | $2.1M | Sell |
53,858
-1,427
| -3% | -$50.5K | 0.06% | 307 |
|
|
2020
Q4 | $1.67M | Buy |
55,285
+559
| +1% | +$14.5K | 0.05% | 304 |
|
|
2020
Q3 | $1.29M | Sell |
54,726
-1,012
| -2% | -$24.9K | 0.05% | 322 |
|
|
2020
Q2 | $1.43M | Buy |
55,738
+5,801
| +12% | +$159K | 0.06% | 286 |
|
|
2020
Q1 | $1.43M | Buy |
49,937
+6,742
| +16% | +$287K | 0.08% | 251 |
|
|
2019
Q4 | $2.33M | Buy |
43,195
+603
| +1% | +$31.6K | 0.1% | 206 |
|
|
2019
Q3 | $2.14M | Buy |
42,592
+7,443
| +21% | +$351K | 0.09% | 209 |
|
|
2019
Q2 | $1.66M | Buy |
+35,149
| New | +$1.64M | 0.07% | 256 |
|
|
2019
Q1 | – | Sell |
-37,427
| Closed | -$1.72M | – | 1288 |
|
|
2018
Q4 | $1.72M | Buy |
37,427
+2,287
| +7% | +$117K | 0.1% | 200 |
|
|
2018
Q3 | $1.85M | Buy |
35,140
+5,988
| +21% | +$342K | 0.09% | 220 |
|
|
2018
Q2 | $1.62M | Sell |
29,152
-5,768
| -17% | -$309K | 0.09% | 223 |
|
|
2018
Q1 | $1.82M | Buy |
+34,920
| New | +$2.07M | 0.11% | 195 |
|
|
2017
Q4 | – | Sell |
-38,078
| Closed | -$2.11M | – | 882 |
|
|
2017
Q3 | $2.11M | Sell |
38,078
-462
| -1% | -$24.6K | 0.13% | 172 |
|
|
2017
Q2 | $2.14M | Buy |
38,540
+2,827
| +8% | +$151K | 0.13% | 166 |
|
|
2017
Q1 | $1.99M | Sell |
35,713
-1,191
| -3% | -$67.6K | 0.13% | 172 |
|
|
2016
Q4 | $2.04M | Buy |
36,904
+1,200
| +3% | +$60.3K | 0.15% | 147 |
|
|
2016
Q3 | $1.58M | Buy |
35,704
+3,416
| +11% | +$163K | 0.12% | 170 |
|
|
2016
Q2 | $1.52M | Buy |
32,288
+4,972
| +18% | +$242K | 0.12% | 184 |
|
|
2016
Q1 | $1.32M | Sell |
27,316
-3,377
| -11% | -$165K | 0.11% | 191 |
|
|
2015
Q4 | $1.66M | Buy |
30,693
+8,430
| +38% | +$458K | 0.14% | 172 |
|
|
2015
Q3 | $1.14M | Buy |
22,263
+2,479
| +13% | +$136K | 0.11% | 207 |
|
|
2015
Q2 | $1.11M | Buy |
19,784
+1,235
| +7% | +$68.9K | 0.09% | 231 |
|
|
2015
Q1 | $1.01M | Buy |
18,549
+386
| +2% | +$20.9K | 0.09% | 253 |
|
|
2014
Q4 | $991K | Buy |
18,163
+3,583
| +25% | +$190K | 0.1% | 251 |
|
|
2014
Q3 | $758K | Sell |
14,580
-494
| -3% | -$25.4K | 0.06% | 283 |
|
|
2014
Q2 | $797K | Sell |
15,074
-2,719
| -15% | -$137K | 0.09% | 260 |
|
|
2014
Q1 | $884K | Buy |
17,793
+2,331
| +15% | +$109K | 0.12% | 193 |
|
|
2013
Q4 | $704K | Buy |
15,462
+3,236
| +26% | +$140K | 0.1% | 214 |
|
|
2013
Q3 | $505K | Sell |
12,226
-259
| -2% | -$11.1K | 0.09% | 237 |
|
|
2013
Q2 | $516K | Buy |
+12,485
| New | +$487K | 0.11% | 216 |
|
Other funds holding WFC
Cetera Advisors's WFC Position: Q1 2024 in Review
Cetera Advisors increased its Wells Fargo (WFC) stake by 134% in Q1 2024, buying an estimated $5.36M and bringing the position to 178,869 shares worth $10.4M. The position accounts for 0.08% of the portfolio, ranked #240.
Cetera Advisors first reported a position in WFC in Q2 2013 and has held it in 42 quarters since. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.
- Cetera Advisors held 178,869 shares of Wells Fargo worth $10.4M as of Q1 2024.
- Cetera Advisors bought 102,374 Wells Fargo shares in Q1 2024, an estimated $5.36M.
- Wells Fargo made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #240 holding.
- Cetera Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 42 quarters since.
- 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.