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Cetera Advisors’s Wells Fargo WFC Stock Holding History

Cetera Advisors’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
2022
Q4 		– Sell
-900
Closed -$4K – 1676
2022
Q3 		$4K Buy
+900
New +$38.7K ﹤0.01% 1285
2018
Q4 		– Sell
-1,000
Closed -$2K – 973
2018
Q3 		$2K Buy
+1,000
New +$57.1K ﹤0.01% 954

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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.