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HoyleCohen’s Wells Fargo WFC Stock Holding History

HoyleCohen’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 		$1.72M Buy
28,933
+462
+2% +$27.3K 0.13% 118
2024
Q1 		$1.65M Buy
28,471
+2
+0% +$105 0.13% 126
2023
Q4 		$1.4M Buy
28,469
+1,569
+6% +$67.7K 0.11% 133
2023
Q3 		$1.1M Sell
26,900
-258
-0.9% -$11.1K 0.1% 130
2023
Q2 		$1.16M Buy
27,158
+2
+0% +$81 0.1% 133
2023
Q1 		$1.02M Sell
27,156
-653
-2% -$28.5K 0.09% 135
2022
Q4 		$1.15M Buy
27,809
+2
+0% +$89 0.11% 133
2022
Q3 		$1.12M Sell
27,807
-1,708
-6% -$73.4K 0.12% 127
2022
Q2 		$1.16M Sell
29,515
-522
-2% -$22.9K 0.12% 128
2022
Q1 		$1.46M Sell
30,037
-523
-2% -$28K 0.12% 124
2021
Q4 		$1.47M Sell
30,560
-1,157
-4% -$57K 0.12% 126
2021
Q3 		$1.47M Sell
31,717
-627
-2% -$29K 0.14% 117
2021
Q2 		$1.47K Buy
32,344
+1
+0% +$45 0.11% 119
2021
Q1 		$1.26M Buy
32,343
+1,599
+5% +$56.6K 0.13% 125
2020
Q4 		$928K Sell
30,744
-11,032
-26% -$286K 0.11% 127
2020
Q3 		$982K Sell
41,776
-3,706
-8% -$91.3K 0.14% 106
2020
Q2 		$1.16M Sell
45,482
-6,475
-12% -$177K 0.19% 95
2020
Q1 		$1.49M Sell
51,957
-610
-1% -$25.9K 0.3% 79
2019
Q4 		$2.83M Buy
52,567
+285
+0.5% +$14.9K 0.45% 63
2019
Q3 		$2.64M Sell
52,282
-3,805
-7% -$179K 0.45% 60
2019
Q2 		$2.65M Buy
56,087
+1,060
+2% +$49.6K 0.46% 58
2019
Q1 		$2.66M Buy
55,027
+10,588
+24% +$521K 0.47% 59
2018
Q4 		$2.05M Sell
44,439
-2,625
-6% -$134K 0.42% 61
2018
Q3 		$2.47M Sell
47,064
-1,053
-2% -$60.1K 0.47% 57
2018
Q2 		$2.67M Sell
48,117
-1,625
-3% -$87.1K 0.54% 55
2018
Q1 		$2.61M Sell
49,742
-6,700
-12% -$398K 0.53% 55
2017
Q4 		$3.42M Buy
+56,442
New +$3.19M 0.68% 47

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

HoyleCohen's WFC Position: Q2 2024 in Review

HoyleCohen increased its Wells Fargo (WFC) stake by 1.6% in Q2 2024, buying an estimated $27.3K and bringing the position to 28,933 shares worth $1.72M. The position accounts for 0.13% of the portfolio, ranked #118.

HoyleCohen first reported a position in WFC in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.42M in Q4 2017. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • HoyleCohen held 28,933 shares of Wells Fargo worth $1.72M as of Q2 2024.
  • HoyleCohen bought 462 Wells Fargo shares in Q2 2024, an estimated $27.3K.
  • Wells Fargo made up 0.13% of HoyleCohen's portfolio in Q2 2024, its #118 holding.
  • HoyleCohen first reported a position in Wells Fargo in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Wells Fargo position peaked at $3.42M in Q4 2017.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.