GYL Financial Synergies’s Wells Fargo WFC Stock Holding History

GYL Financial Synergies’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	$305K	Sell	5,394 -325	-6%	-$18.4K	0.02%	294
2024 Q2	$340K	Sell	5,719 -1,478	-21%	-$87.3K	0.03%	279
2024 Q1	$417K	Buy	7,197 +2,482	+53%	+$130K	0.03%	263
2023 Q4	$232K	Buy	+4,715	New	+$203K	0.02%	328
2023 Q3	–	Sell	-6,510	Closed	-$278K	–	345
2023 Q2	$278K	Buy	6,510 +850	+15%	+$34.2K	0.03%	287
2023 Q1	$212K	Buy	+5,660	New	+$247K	0.03%	267

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

GYL Financial Synergies's WFC Position: Q3 2024 in Review

GYL Financial Synergies reduced its Wells Fargo (WFC) stake by 5.7% in Q3 2024, selling an estimated $18.4K and leaving 5,394 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #294.

GYL Financial Synergies first reported a position in WFC in Q1 2023 and has held it in 6 quarters since. The position peaked at $417K in Q1 2024. 2,244 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

GYL Financial Synergies held 5,394 shares of Wells Fargo worth $305K as of Q3 2024.
GYL Financial Synergies sold 325 Wells Fargo shares in Q3 2024, an estimated $18.4K.
Wells Fargo made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #294 holding.
GYL Financial Synergies first reported a position in Wells Fargo in Q1 2023 and has held it in 6 quarters since.
GYL Financial Synergies's Wells Fargo position peaked at $417K in Q1 2024.
2,244 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.