FTIS
WFC icon

First Trust Investment Solutions’s Wells Fargo WFC Stock Holding History

First Trust Investment Solutions’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 		$3.89M Buy
68,910
+60,936
+764% +$3.45M 0.44% 55
2024
Q2 		$474K Buy
7,974
+976
+14% +$57.6K 0.07% 173
2024
Q1 		$406K Buy
6,998
+1,020
+17% +$53.4K 0.07% 159
2023
Q4 		$294K Buy
+5,978
New +$258K 0.06% 178

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 Trust Investment Solutions's WFC Position: Q3 2024 in Review

First Trust Investment Solutions increased its Wells Fargo (WFC) stake by 764% in Q3 2024, buying an estimated $3.45M and bringing the position to 68,910 shares worth $3.89M. The position accounts for 0.44% of the portfolio, ranked #55.

First Trust Investment Solutions first reported a position in WFC in Q4 2023 and has held it in 4 quarters since. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • First Trust Investment Solutions held 68,910 shares of Wells Fargo worth $3.89M as of Q3 2024.
  • First Trust Investment Solutions bought 60,936 Wells Fargo shares in Q3 2024, an estimated $3.45M.
  • Wells Fargo made up 0.44% of First Trust Investment Solutions's portfolio in Q3 2024, its #55 holding.
  • First Trust Investment Solutions first reported a position in Wells Fargo in Q4 2023 and has held it in 4 quarters since.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.