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CWS Financial Advisors’s Wells Fargo WFC Stock Holding History

CWS Financial 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
2023
Q4 		– Sell
-1,949
Closed -$79.6K – 178
2023
Q3 		$79.6K Buy
+1,949
New +$84.1K 0.03% 148
2020
Q2 		– Sell
-9,819
Closed -$528K – 136
2020
Q1 		$528K Hold
9,819
– – 0.39% 54
2019
Q4 		$528K Buy
+9,819
New +$514K 0.39% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

CWS Financial Advisors's WFC Position: Q4 2023 in Review

CWS Financial Advisors sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 1,949 shares — an estimated $79.6K sold.

CWS Financial Advisors first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $528K in Q1 2020. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • CWS Financial Advisors reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,949 Wells Fargo shares in Q4 2023, an estimated $79.6K.
  • CWS Financial Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • CWS Financial Advisors's Wells Fargo position peaked at $528K in Q1 2020.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.