Global Wealth Management Investment Advisory’s Wells Fargo WFC Stock Holding History

Global Wealth Management Investment Advisory’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	–	Sell	-151	Closed	-$7.43K	–	441
2023 Q4	$7.43K	Hold	151	–	–	﹤0.01%	305
2023 Q3	$6.17K	Hold	151	–	–	﹤0.01%	323
2023 Q2	$6.45K	Buy	+151	New	+$6.08K	﹤0.01%	326
2022 Q3	–	Sell	-151	Closed	-$6K	–	478
2022 Q2	$6K	Hold	151	–	–	﹤0.01%	327
2022 Q1	$7K	Hold	151	–	–	﹤0.01%	348
2021 Q4	$7K	Hold	151	–	–	﹤0.01%	341
2021 Q3	$7K	Hold	151	–	–	﹤0.01%	345
2021 Q2	$7K	Hold	151	–	–	﹤0.01%	326
2021 Q1	$6K	Hold	151	–	–	﹤0.01%	349
2020 Q4	$5K	Sell	151 -425	-74%	-$11K	﹤0.01%	341
2020 Q3	$14K	Sell	576 -1,291	-69%	-$31.8K	0.01%	254
2020 Q2	$48K	Buy	1,867 +547	+41%	+$15K	0.02%	195
2020 Q1	$38K	Buy	1,320 +643	+95%	+$27.3K	0.02%	187
2019 Q4	$36K	Sell	677 -19	-3%	-$995	0.02%	208
2019 Q3	$35K	Sell	696 -478	-41%	-$22.5K	0.02%	197
2019 Q2	$56K	Buy	1,174 +103	+10%	+$4.82K	0.03%	163
2019 Q1	$52K	Sell	1,071 -413	-28%	-$20.3K	0.03%	201
2018 Q4	$68K	Buy	+1,484	New	+$76K	0.04%	205

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's WFC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 151 shares — an estimated $7.43K sold.

Global Wealth Management Investment Advisory first reported a position in WFC in Q4 2018 and held it in 18 quarters. The position peaked at $68K in Q4 2018. 2,205 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 151 Wells Fargo shares in Q1 2024, an estimated $7.43K.
Global Wealth Management Investment Advisory first reported a position in Wells Fargo in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Wells Fargo position peaked at $68K in Q4 2018.
2,205 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.