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Connectus Wealth’s Wells Fargo WFC Stock Holding History

Connectus Wealth’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
Q1 		– Sell
-12,226
Closed -$602K – 529
2023
Q4 		$602K Buy
12,226
+679
+6% +$29.3K 0.01% 391
2023
Q3 		$472K Buy
11,547
+51
+0.4% +$2.2K 0.01% 393
2023
Q2 		$491K Buy
11,496
+131
+1% +$5.27K 0.01% 353
2023
Q1 		$425K Sell
11,365
-57,657
-84% -$2.51M 0.01% 355
2022
Q4 		$2.85M Buy
69,022
+1,070
+2% +$47.4K 0.07% 178
2022
Q3 		$2.74M Sell
67,952
-191
-0.3% -$8.21K 0.06% 228
2022
Q2 		$2.67M Sell
68,143
-7,290
-10% -$320K 0.06% 188
2022
Q1 		$3.62M Sell
75,433
-5,338
-7% -$286K 0.11% 122
2021
Q4 		$3.88M Buy
+80,771
New +$3.98M 0.15% 89

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

Connectus Wealth's WFC Position: Q1 2024 in Review

Connectus Wealth sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 12,226 shares — an estimated $602K sold.

Connectus Wealth first reported a position in WFC in Q4 2021 and held it in 9 quarters. The position peaked at $3.88M in Q4 2021. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Connectus Wealth reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 12,226 Wells Fargo shares in Q1 2024, an estimated $602K.
  • Connectus Wealth first reported a position in Wells Fargo in Q4 2021 and held it in 9 quarters.
  • Connectus Wealth's Wells Fargo position peaked at $3.88M in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.