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Credential Qtrade Securities’s Wells Fargo WFC Stock Holding History

Credential Qtrade Securities’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 		$331K Sell
5,715
-117
-2% -$6.12K 0.02% 218
2023
Q4 		$287K Sell
5,832
-634
-10% -$27.4K 0.02% 205
2023
Q3 		$264K Sell
6,466
-200
-3% -$8.63K 0.02% 205
2023
Q2 		$285K Sell
6,666
-64
-1% -$2.58K 0.02% 211
2023
Q1 		$252K Buy
6,730
+146
+2% +$6.36K 0.02% 221
2022
Q4 		$272K Buy
6,584
+854
+15% +$37.8K 0.02% 221
2022
Q3 		$230K Buy
+5,730
New +$246K 0.02% 211
2021
Q1 		– Sell
-200
Closed -$6.04K – 406
2020
Q4 		$6.04K Buy
200
+63
+46% +$1.63K ﹤0.01% 296
2020
Q3 		$3.22K Hold
137
– – ﹤0.01% 281
2020
Q2 		$3.51K Sell
137
-396
-74% -$10.8K ﹤0.01% 277
2020
Q1 		$15.3K Sell
533
-21,264
-98% -$904K ﹤0.01% 232
2019
Q4 		$1.17M Sell
21,797
-47
-0.2% -$2.46K 0.16% 88
2019
Q3 		$1.1M Sell
21,844
-299
-1% -$14.1K 0.17% 87
2019
Q2 		$1.05M Sell
22,143
-1,285
-5% -$60.1K 0.17% 83
2019
Q1 		$1.13M Buy
23,428
+277
+1% +$13.6K 0.21% 69
2018
Q4 		$1.07M Buy
23,151
+272
+1% +$13.9K 0.23% 61
2018
Q3 		$1.2M Buy
+22,879
New +$1.31M 0.24% 63

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

Credential Qtrade Securities's WFC Position: Q1 2024 in Review

Credential Qtrade Securities reduced its Wells Fargo (WFC) stake by 2% in Q1 2024, selling an estimated $6.12K and leaving 5,715 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #218.

Credential Qtrade Securities first reported a position in WFC in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.2M in Q3 2018. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Credential Qtrade Securities held 5,715 shares of Wells Fargo worth $331K as of Q1 2024.
  • Credential Qtrade Securities sold 117 Wells Fargo shares in Q1 2024, an estimated $6.12K.
  • Wells Fargo made up 0.02% of Credential Qtrade Securities's portfolio in Q1 2024, its #218 holding.
  • Credential Qtrade Securities first reported a position in Wells Fargo in Q3 2018 and has held it in 17 quarters since.
  • Credential Qtrade Securities's Wells Fargo position peaked at $1.2M in Q3 2018.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.