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Core Wealth Advisors (Florida)’s Wells Fargo WFC Stock Holding History

Core Wealth Advisors (Florida)’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
-500
Closed -$29K – 239
2024
Q1 		$29K Hold
500
– – 0.01% 125
2023
Q4 		$24.6K Buy
+500
New +$21.6K 0.01% 127
2021
Q4 		– Sell
-22,959
Closed -$1.07M – 221
2021
Q3 		$1.07M Buy
+22,959
New +$1.06M 0.71% 18
2020
Q2 		– Sell
-107
Closed -$3K – 165
2020
Q1 		$3K Buy
+107
New +$4.55K ﹤0.01% 126

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

Core Wealth Advisors (Florida)'s WFC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 500 shares — an estimated $29K sold.

Core Wealth Advisors (Florida) first reported a position in WFC in Q1 2020 and held it in 4 quarters. The position peaked at $1.07M in Q3 2021. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 500 Wells Fargo shares in Q2 2024, an estimated $29K.
  • Core Wealth Advisors (Florida) first reported a position in Wells Fargo in Q1 2020 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Wells Fargo position peaked at $1.07M in Q3 2021.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.