FW
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FirstPurpose Wealth’s Wells Fargo WFC Stock Holding History

FirstPurpose Wealth’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 		$688K Sell
12,082
-1,662
-12% -$87K 0.25% 72
2023
Q4 		$676K Buy
13,744
+99
+0.7% +$4.27K 0.26% 70
2023
Q3 		$558K Buy
13,645
+3,104
+29% +$134K 0.24% 74
2023
Q2 		$450K Buy
10,541
+318
+3% +$12.8K 0.19% 92
2023
Q1 		$382K Buy
10,223
+4,278
+72% +$186K 0.19% 97
2022
Q4 		$245K Buy
5,945
+159
+3% +$7.04K 0.14% 143
2022
Q3 		$233K Buy
+5,786
New +$249K 0.15% 126
2022
Q2 		– Sell
-4,376
Closed -$212K – 159
2022
Q1 		$212K Sell
4,376
-266
-6% -$14.2K 0.17% 124
2021
Q4 		$223K Buy
+4,642
New +$229K 0.14% 124

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

FirstPurpose Wealth's WFC Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Wells Fargo (WFC) stake by 12% in Q1 2024, selling an estimated $87K and leaving 12,082 shares worth $688K. The position accounts for 0.25% of the portfolio, ranked #72.

FirstPurpose Wealth first reported a position in WFC in Q4 2021 and has held it in 9 quarters since. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • FirstPurpose Wealth held 12,082 shares of Wells Fargo worth $688K as of Q1 2024.
  • FirstPurpose Wealth sold 1,662 Wells Fargo shares in Q1 2024, an estimated $87K.
  • Wells Fargo made up 0.25% of FirstPurpose Wealth's portfolio in Q1 2024, its #72 holding.
  • FirstPurpose Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 9 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.