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Econ Financial Services’s Wells Fargo WFC Stock Holding History

Econ Financial Services’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
-11,389
Closed -$561K – 101
2023
Q4 		$561K Sell
11,389
-34,239
-75% -$1.48M 0.39% 58
2023
Q3 		$1.86M Buy
+45,628
New +$1.97M 1.36% 28
2022
Q3 		– Sell
-16,971
Closed -$665K – 108
2022
Q2 		$665K Buy
16,971
+2,684
+19% +$118K 0.54% 45
2022
Q1 		$692K Sell
14,287
-3,446
-19% -$184K 0.51% 45
2021
Q4 		$851K Buy
+17,733
New +$873K 0.63% 48

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

Econ Financial Services's WFC Position: Q1 2024 in Review

Econ Financial Services sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 11,389 shares — an estimated $561K sold.

Econ Financial Services first reported a position in WFC in Q4 2021 and held it in 5 quarters. The position peaked at $1.86M in Q3 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Econ Financial Services reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Econ Financial Services sold 11,389 Wells Fargo shares in Q1 2024, an estimated $561K.
  • Econ Financial Services first reported a position in Wells Fargo in Q4 2021 and held it in 5 quarters.
  • Econ Financial Services's Wells Fargo position peaked at $1.86M in Q3 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Econ Financial Services's 13F filing for Q1 2024, filed 15 May 2024.