Heritage Wealth Management (Arizona)’s Wells Fargo WFC Stock Holding History

Heritage Wealth Management (Arizona)’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	$762K	Buy	12,833 +19	+0.1%	+$1.12K	0.42%	54
2024 Q1	$743K	Buy	12,814 +21	+0.2%	+$1.1K	0.38%	62
2023 Q4	$630K	Buy	+12,793	New	+$552K	0.34%	67
2022 Q4	$1.11M	Buy	26,763 +12,376	+86%	+$548K	0.16%	108
2022 Q3	$579K	Buy	14,387 +237	+2%	+$10.2K	0.19%	89
2022 Q2	$554K	Buy	14,150 +18	+0.1%	+$790	0.18%	88
2022 Q1	$685K	Buy	+14,132	New	+$756K	0.19%	92
2021 Q3	$585K	Sell	12,604 -186	-1%	-$8.61K	0.21%	81
2021 Q2	$579K	Buy	+12,790	New	+$571K	0.22%	83

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

Heritage Wealth Management (Arizona)'s WFC Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) increased its Wells Fargo (WFC) stake by 0.15% in Q2 2024, buying an estimated $1.12K and bringing the position to 12,833 shares worth $762K. The position accounts for 0.42% of the portfolio, ranked #54.

Heritage Wealth Management (Arizona) first reported a position in WFC in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.11M in Q4 2022. 2,261 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Heritage Wealth Management (Arizona) held 12,833 shares of Wells Fargo worth $762K as of Q2 2024.
Heritage Wealth Management (Arizona) bought 19 Wells Fargo shares in Q2 2024, an estimated $1.12K.
Wells Fargo made up 0.42% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #54 holding.
Heritage Wealth Management (Arizona) first reported a position in Wells Fargo in Q2 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Wells Fargo position peaked at $1.11M in Q4 2022.
2,261 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.