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Greenwood Capital Associates’s Wells Fargo WFC Stock Holding History

Greenwood Capital Associates’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 		– Sell
-27,636
Closed -$1.64M – 251
2024
Q2 		$1.64M Sell
27,636
-2,216
-7% -$131K 0.22% 104
2024
Q1 		$1.73M Sell
29,852
-1,603
-5% -$83.9K 0.23% 99
2023
Q4 		$1.55M Buy
31,455
+84
+0.3% +$3.63K 0.2% 94
2023
Q3 		$1.28M Buy
+31,371
New +$1.35M 0.19% 103
2017
Q2 		– Sell
-48,603
Closed -$2.71M – 229
2017
Q1 		$2.71M Sell
48,603
-1,549
-3% -$87.9K 0.71% 60
2016
Q4 		$2.76M Sell
50,152
-21,653
-30% -$1.09M 0.78% 54
2016
Q3 		$3.18M Buy
71,805
+656
+0.9% +$31.4K 0.96% 43
2016
Q2 		$3.37M Sell
71,149
-12,451
-15% -$607K 1.04% 35
2016
Q1 		$4.04M Buy
83,600
+16,307
+24% +$798K 1.27% 23
2015
Q4 		$3.66M Sell
67,293
-552
-0.8% -$30K 1.18% 33
2015
Q3 		$3.48M Sell
67,845
-24,885
-27% -$1.37M 1.24% 32
2015
Q2 		$5.21M Sell
92,730
-3,508
-4% -$196K 1.58% 14
2015
Q1 		$5.24M Sell
96,238
-2,865
-3% -$155K 1.5% 16
2014
Q4 		$5.43M Sell
99,103
-246
-0.2% -$13K 1.57% 18
2014
Q3 		$5.15M Buy
99,349
+420
+0.4% +$21.6K 1.58% 14
2014
Q2 		$5.2M Sell
98,929
-653
-0.7% -$32.8K 1.61% 13
2014
Q1 		$4.95M Sell
99,582
-8,814
-8% -$411K 1.59% 15
2013
Q4 		$4.92M Sell
108,396
-1,537
-1% -$66.4K 1.53% 17
2013
Q3 		$4.54M Sell
109,933
-484
-0.4% -$20.7K 1.6% 19
2013
Q2 		$4.56M Buy
+110,417
New +$4.3M 1.98% 12

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

Greenwood Capital Associates's WFC Position: Q3 2024 in Review

Greenwood Capital Associates sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 27,636 shares — an estimated $1.64M sold.

Greenwood Capital Associates first reported a position in WFC in Q2 2013 and held it in 20 quarters. The position peaked at $5.43M in Q4 2014. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Greenwood Capital Associates reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Greenwood Capital Associates sold 27,636 Wells Fargo shares in Q3 2024, an estimated $1.64M.
  • Greenwood Capital Associates first reported a position in Wells Fargo in Q2 2013 and held it in 20 quarters.
  • Greenwood Capital Associates's Wells Fargo position peaked at $5.43M in Q4 2014.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Greenwood Capital Associates's 13F filing for Q3 2024, filed 30 Oct 2024.