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Dixon Mitchell Investment Counsel’s Wells Fargo WFC Stock Holding History

Dixon Mitchell Investment Counsel’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 		– Sell
-200
Closed -$11.9K – 160
2024
Q2 		$11.9K Hold
200
– – ﹤0.01% 106
2024
Q1 		$11.6K Buy
+200
New +$10.5K ﹤0.01% 130

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
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

Dixon Mitchell Investment Counsel's WFC Position: Q3 2024 in Review

Dixon Mitchell Investment Counsel sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 200 shares — an estimated $11.9K sold.

Dixon Mitchell Investment Counsel first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $11.9K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Dixon Mitchell Investment Counsel reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 200 Wells Fargo shares in Q3 2024, an estimated $11.9K.
  • Dixon Mitchell Investment Counsel first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
  • Dixon Mitchell Investment Counsel's Wells Fargo position peaked at $11.9K in Q2 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q3 2024, filed 17 Oct 2024.