DB Wealth Management Group’s Wells Fargo WFC Stock Holding History

DB Wealth Management Group’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	$119K	Hold	2,410	–	–	0.07%	108
2023 Q3	$98.5K	Hold	2,410	–	–	0.06%	111
2023 Q2	$103K	Hold	2,410	–	–	0.06%	106
2023 Q1	$90.1K	Hold	2,410	–	–	0.06%	112
2022 Q4	$99.5K	Hold	2,410	–	–	0.06%	109
2022 Q3	$97K	Hold	2,410	–	–	0.07%	110
2022 Q2	$94K	Hold	2,410	–	–	0.06%	114
2022 Q1	$117K	Hold	2,410	–	–	0.07%	111
2021 Q4	$116K	Hold	2,410	–	–	0.07%	107
2021 Q3	$112K	Hold	2,410	–	–	0.07%	113
2021 Q2	$109K	Hold	2,410	–	–	0.07%	112
2021 Q1	$94K	Sell	2,410 -77	-3%	-$2.73K	0.06%	117
2020 Q4	$75K	Buy	+2,487	New	+$64.4K	0.06%	129

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DB Wealth Management Group's WFC Position: Q4 2023 in Review

DB Wealth Management Group held its Wells Fargo (WFC) position steady in Q4 2023 at 2,410 shares worth $119K. The position accounts for 0.07% of the portfolio, ranked #108.

DB Wealth Management Group first reported a position in WFC in Q4 2020 and has held it in 13 quarters since. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

DB Wealth Management Group held 2,410 shares of Wells Fargo worth $119K as of Q4 2023.
DB Wealth Management Group left its Wells Fargo share count unchanged in Q4 2023.
Wells Fargo made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #108 holding.
DB Wealth Management Group first reported a position in Wells Fargo in Q4 2020 and has held it in 13 quarters since.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.