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Girard Partners’s Wells Fargo WFC Stock Holding History

Girard Partners’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
Q2 		$286K Sell
4,810
-51
-1% -$3.01K 0.03% 222
2024
Q1 		$282K Buy
4,861
+378
+8% +$19.8K 0.03% 231
2023
Q4 		$221K Buy
+4,483
New +$193K 0.02% 239
2020
Q3 		– Sell
-12,557
Closed -$321K – 220
2020
Q2 		$321K Sell
12,557
-2,184
-15% -$59.8K 0.06% 170
2020
Q1 		$423K Sell
14,741
-886
-6% -$37.7K 0.08% 149
2019
Q4 		$840K Sell
15,627
-1,561
-9% -$81.8K 0.14% 124
2019
Q3 		$866K Sell
17,188
-8,350
-33% -$393K 0.16% 116
2019
Q2 		$1.21M Sell
25,538
-15,723
-38% -$735K 0.21% 101
2019
Q1 		$1.99M Sell
41,261
-10,198
-20% -$502K 0.37% 76
2018
Q4 		$2.37M Sell
51,459
-1,482
-3% -$75.9K 0.5% 64
2018
Q3 		$2.78M Buy
52,941
+1,022
+2% +$58.4K 0.49% 61
2018
Q2 		$2.88M Sell
51,919
-5,230
-9% -$280K 0.54% 56
2018
Q1 		$3M Sell
57,149
-12,771
-18% -$759K 0.7% 44
2017
Q4 		$4.24M Sell
69,920
-3,035
-4% -$171K 0.81% 36
2017
Q3 		$4.02M Sell
72,955
-2,692
-4% -$143K 0.83% 39
2017
Q2 		$4.19M Buy
75,647
+4,329
+6% +$232K 0.91% 36
2017
Q1 		$3.97M Buy
71,318
+1,944
+3% +$110K 0.96% 33
2016
Q4 		$3.82M Sell
69,374
-475
-0.7% -$23.9K 1.11% 23
2016
Q3 		$3.09M Buy
69,849
+7,206
+12% +$345K 1.03% 28
2016
Q2 		$2.96M Buy
62,643
+17,482
+39% +$852K 1.13% 24
2016
Q1 		$2.18M Buy
45,161
+12,702
+39% +$622K 0.95% 36
2015
Q4 		$1.76M Buy
32,459
+12,350
+61% +$671K 0.85% 41
2015
Q3 		$1.03M Buy
20,109
+6,083
+43% +$335K 0.59% 60
2015
Q2 		$789K Buy
14,026
+4,171
+42% +$233K 0.44% 72
2015
Q1 		$536K Buy
9,855
+702
+8% +$37.9K 0.32% 87
2014
Q4 		$502K Buy
9,153
+924
+11% +$48.9K 0.31% 84
2014
Q3 		$427K Buy
8,229
+99
+1% +$5.09K 0.29% 89
2014
Q2 		$427K Buy
8,130
+1,028
+14% +$51.7K 0.29% 88
2014
Q1 		$353K Buy
7,102
+814
+13% +$37.9K 0.25% 93
2013
Q4 		$285K Buy
+6,288
New +$272K 0.23% 97

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Girard Partners's WFC Position: Q2 2024 in Review

Girard Partners reduced its Wells Fargo (WFC) stake by 1% in Q2 2024, selling an estimated $3.01K and leaving 4,810 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #222.

Girard Partners first reported a position in WFC in Q4 2013 and has held it in 30 quarters since. The position peaked at $4.24M in Q4 2017. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Girard Partners held 4,810 shares of Wells Fargo worth $286K as of Q2 2024.
  • Girard Partners sold 51 Wells Fargo shares in Q2 2024, an estimated $3.01K.
  • Wells Fargo made up 0.03% of Girard Partners's portfolio in Q2 2024, its #222 holding.
  • Girard Partners first reported a position in Wells Fargo in Q4 2013 and has held it in 30 quarters since.
  • Girard Partners's Wells Fargo position peaked at $4.24M in Q4 2017.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.