HBW Advisory Services’s Wells Fargo WFC Stock Holding History

HBW Advisory Services’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	–	Sell	-4,109	Closed	-$202K	–	371
2024 Q1	$202K	Hold	4,109	–	–	0.04%	288
2023 Q4	$202K	Buy	+4,109	New	+$177K	0.04%	288
2022 Q2	–	Sell	-5,161	Closed	-$250K	–	261
2022 Q1	$250K	Sell	5,161 -632	-11%	-$33.8K	0.09%	189
2021 Q4	$278K	Buy	5,793 +565	+11%	+$27.8K	0.06%	214
2021 Q3	$243K	Sell	5,228 -1,656	-24%	-$76.6K	0.06%	219
2021 Q2	$312K	Buy	6,884 +550	+9%	+$24.6K	0.08%	184
2021 Q1	$247K	Buy	+6,334	New	+$224K	0.07%	211
2020 Q1	–	Sell	-4,060	Closed	-$214K	–	149
2019 Q4	$214K	Buy	+4,060	New	+$213K	0.12%	127

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

HBW Advisory Services's WFC Position: Q2 2024 in Review

HBW Advisory Services sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 4,109 shares — an estimated $202K sold.

HBW Advisory Services first reported a position in WFC in Q4 2019 and held it in 8 quarters. The position peaked at $312K in Q2 2021. 2,261 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

HBW Advisory Services reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
HBW Advisory Services sold 4,109 Wells Fargo shares in Q2 2024, an estimated $202K.
HBW Advisory Services first reported a position in Wells Fargo in Q4 2019 and held it in 8 quarters.
HBW Advisory Services's Wells Fargo position peaked at $312K in Q2 2021.
2,261 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.