D
WFC icon

Diversified’s Wells Fargo WFC Stock Holding History

Diversified’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
Q3 		$366K Sell
6,474
-304
-4% -$17.2K 0.04% 156
2024
Q2 		$403K Buy
6,778
+758
+13% +$44.7K 0.05% 138
2024
Q1 		$349K Sell
6,020
-2
-0% -$105 0.05% 112
2023
Q4 		$296K Buy
+6,022
New +$260K 0.06% 115

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diversified's WFC Position: Q3 2024 in Review

Diversified reduced its Wells Fargo (WFC) stake by 4.5% in Q3 2024, selling an estimated $17.2K and leaving 6,474 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #156.

Diversified first reported a position in WFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $403K in Q2 2024. 2,241 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Diversified held 6,474 shares of Wells Fargo worth $366K as of Q3 2024.
  • Diversified sold 304 Wells Fargo shares in Q3 2024, an estimated $17.2K.
  • Wells Fargo made up 0.04% of Diversified's portfolio in Q3 2024, its #156 holding.
  • Diversified first reported a position in Wells Fargo in Q4 2023 and has held it in 4 quarters since.
  • Diversified's Wells Fargo position peaked at $403K in Q2 2024.
  • 2,241 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.