First County Bank’s Wells Fargo WFC Stock Holding History

First County Bank’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	-3,931	Closed	-$233K	–	165
2024 Q2	$233K	Sell	3,931 -220	-5%	-$13K	0.12%	143
2024 Q1	$241K	Sell	4,151 -29	-0.7%	-$1.52K	0.12%	151
2023 Q4	$206K	Buy	+4,180	New	+$180K	0.1%	159
2023 Q3	–	Sell	-4,720	Closed	-$201K	–	172
2023 Q2	$201K	Buy	+4,720	New	+$190K	0.1%	164
2023 Q1	–	Sell	-5,789	Closed	-$239K	–	174
2022 Q4	$239K	Buy	+5,789	New	+$256K	0.11%	155

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

First County Bank's WFC Position: Q3 2024 in Review

First County Bank sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 3,931 shares — an estimated $233K sold.

First County Bank first reported a position in WFC in Q4 2022 and held it in 5 quarters. The position peaked at $241K in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

First County Bank reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
First County Bank sold 3,931 Wells Fargo shares in Q3 2024, an estimated $233K.
First County Bank first reported a position in Wells Fargo in Q4 2022 and held it in 5 quarters.
First County Bank's Wells Fargo position peaked at $241K in Q1 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on First County Bank's 13F filing for Q3 2024, filed 12 Nov 2024.