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Coppell Advisory Solutions Corp’s Wells Fargo WFC Stock Holding History

Coppell Advisory Solutions Corp’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 		$2.77M Buy
+47,851
New +$2.5M 0.52% 43
2023
Q1 		$1.38M Buy
36,782
+7,105
+24% +$310K 0.45% 55
2022
Q4 		$1.23M Buy
+29,677
New +$1.31M 0.42% 62

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

Coppell Advisory Solutions Corp's WFC Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Wells Fargo (WFC) in Q1 2024: 47,851 shares worth $2.77M. The stake represents 0.52% of the portfolio and ranks #43 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in WFC as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in WFC in Q4 2022 and has held it in 3 quarters since. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Coppell Advisory Solutions Corp held 47,851 shares of Wells Fargo worth $2.77M as of Q1 2024.
  • Wells Fargo was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Wells Fargo made up 0.52% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #43 holding.
  • Coppell Advisory Solutions Corp first reported a position in Wells Fargo in Q4 2022 and has held it in 3 quarters since.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.