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Disciplined Equity Management’s Wells Fargo WFC Stock Holding History

Disciplined Equity Management’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 		– Sell
-123
Closed -$6.05K – 110
2023
Q4 		$6.05K Buy
+123
New +$5.31K ﹤0.01% 95

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

Disciplined Equity Management's WFC Position: Q1 2024 in Review

Disciplined Equity Management sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 123 shares — an estimated $6.05K sold.

Disciplined Equity Management first reported a position in WFC in Q4 2023 and held it in 1 quarter. The position peaked at $6.05K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Disciplined Equity Management reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 123 Wells Fargo shares in Q1 2024, an estimated $6.05K.
  • Disciplined Equity Management first reported a position in Wells Fargo in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's Wells Fargo position peaked at $6.05K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.