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First Personal Financial Services’s Wells Fargo WFC Stock Holding History

First Personal 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
Q3 		$223K Buy
3,954
+21
+0.5% +$1.19K 0.05% 117
2024
Q2 		$234K Sell
3,933
-361
-8% -$21.3K 0.05% 113
2024
Q1 		$249K Buy
4,294
+881
+26% +$46.1K 0.06% 106
2023
Q4 		$168K Buy
3,413
+924
+37% +$39.9K 0.04% 125
2023
Q3 		$102K Hold
2,489
– – 0.03% 154
2023
Q2 		$106K Hold
2,489
– – 0.03% 152
2023
Q1 		$93K Hold
2,489
– – 0.02% 155
2022
Q4 		$103K Hold
2,489
– – 0.03% 157
2022
Q3 		$100K Hold
2,489
– – 0.03% 153
2022
Q2 		$97K Sell
2,489
-4,920
-66% -$216K 0.03% 138
2022
Q1 		$359K Sell
7,409
-168
-2% -$8.99K 0.08% 91
2021
Q4 		$364K Hold
7,577
– – 0.08% 96
2021
Q3 		$352K Sell
7,577
-1,000
-12% -$46.3K 0.09% 97
2021
Q2 		$388K Buy
8,577
+350
+4% +$15.6K 0.1% 92
2021
Q1 		$321K Hold
8,227
– – 0.09% 96
2020
Q4 		$248K Sell
8,227
-800
-9% -$20.7K 0.07% 106
2020
Q3 		$212K Sell
9,027
-588
-6% -$14.5K 0.07% 109
2020
Q2 		$246K Sell
9,615
-80
-0.8% -$2.19K 0.08% 103
2020
Q1 		$278K Sell
9,695
-1,465
-13% -$62.3K 0.11% 91
2019
Q4 		$600K Sell
11,160
-5,193
-32% -$272K 0.19% 76
2019
Q3 		$825K Sell
16,353
-489
-3% -$23K 0.26% 70
2019
Q2 		$797K Buy
16,842
+303
+2% +$14.2K 0.23% 88
2019
Q1 		$799K Buy
16,539
+265
+2% +$13K 0.24% 86
2018
Q4 		$750K Buy
16,274
+1,550
+11% +$79.4K 0.26% 81
2018
Q3 		$774K Sell
14,724
-296
-2% -$16.9K 0.24% 87
2018
Q2 		$833K Sell
15,020
-3,592
-19% -$192K 0.28% 80
2018
Q1 		$975K Sell
18,612
-7,289
-28% -$433K 0.21% 103
2017
Q4 		$1.57M Sell
25,901
-907
-3% -$51.2K 0.31% 82
2017
Q3 		$1.48M Buy
26,808
+356
+1% +$18.9K 0.31% 80
2017
Q2 		$1.47M Buy
26,452
+235
+0.9% +$12.6K 0.32% 78
2017
Q1 		$1.46M Sell
26,217
-76
-0.3% -$4.31K 0.35% 75
2016
Q4 		$1.45M Sell
26,293
-5,433
-17% -$273K 0.38% 71
2016
Q3 		$1.41M Buy
31,726
+1,073
+4% +$51.3K 0.41% 72
2016
Q2 		$1.45M Buy
30,653
+16,457
+116% +$802K 0.5% 62
2016
Q1 		$686K Buy
14,196
+957
+7% +$46.9K 0.34% 71
2015
Q4 		$720K Buy
13,239
+9,612
+265% +$522K 0.41% 71
2015
Q3 		$187K Buy
3,627
+825
+29% +$45.4K 0.11% 115
2015
Q2 		$158K Buy
2,802
+474
+20% +$26.4K 0.09% 121
2015
Q1 		$127K Buy
2,328
+562
+32% +$30.4K 0.08% 127
2014
Q4 		$96K Buy
+1,766
New +$93.5K 0.06% 132

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

First Personal Financial Services's WFC Position: Q3 2024 in Review

First Personal Financial Services increased its Wells Fargo (WFC) stake by 0.53% in Q3 2024, buying an estimated $1.19K and bringing the position to 3,954 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #117.

First Personal Financial Services first reported a position in WFC in Q4 2014 and has held it in 40 quarters since. The position peaked at $1.57M in Q4 2017. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • First Personal Financial Services held 3,954 shares of Wells Fargo worth $223K as of Q3 2024.
  • First Personal Financial Services bought 21 Wells Fargo shares in Q3 2024, an estimated $1.19K.
  • Wells Fargo made up 0.05% of First Personal Financial Services's portfolio in Q3 2024, its #117 holding.
  • First Personal Financial Services first reported a position in Wells Fargo in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Wells Fargo position peaked at $1.57M in Q4 2017.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.