Hall Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

Hall Private Wealth Advisors’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
2023 Q3	$396K	Buy	+9,700	New	+$419K	0.27%	31

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hall Private Wealth Advisors's WFC Position: Q3 2023 in Review

Hall Private Wealth Advisors opened a new position in Wells Fargo (WFC) in Q3 2023: 9,700 shares worth $396K. The stake represents 0.27% of the portfolio and ranks #31 among its holdings.

1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Hall Private Wealth Advisors held 9,700 shares of Wells Fargo worth $396K as of Q3 2023.
Wells Fargo was a new Hall Private Wealth Advisors position in Q3 2023.
Wells Fargo made up 0.27% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #31 holding.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.