HAS
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return