Institutional & Family Asset Management’s Wells Fargo WFC Stock Holding History

Institutional & Family Asset Management’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	$18.9K	Hold	14,500	–	–	﹤0.01%	344
2024 Q1	$44.2K	Hold	14,500	–	–	0.01%	245
2023 Q4	$33.8K	Buy	+14,500	New	+$626K	0.01%	271
2022 Q2	–	Sell	-14,500	Closed	-$36K	–	804
2022 Q1	$36K	Buy	+14,500	New	+$776K	0.01%	284
2021 Q4	–	Sell	-14,500	Closed	-$42K	–	943
2021 Q3	$42K	Buy	+14,500	New	+$671K	0.01%	356

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Institutional & Family Asset Management's WFC Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Wells Fargo (WFC) stake by 3.4% in Q2 2024, selling an estimated $250K and leaving 121,274 shares worth $7.2M. The position accounts for 1.1% of the portfolio, ranked #19.

Institutional & Family Asset Management first reported a position in WFC in Q4 2015 and has held it in 35 quarters since. The position peaked at $7.27M in Q1 2024. 2,257 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

Institutional & Family Asset Management held 121,274 shares of Wells Fargo worth $7.2M as of Q2 2024.
Institutional & Family Asset Management sold 4,239 Wells Fargo shares in Q2 2024, an estimated $250K.
Wells Fargo made up 1.1% of Institutional & Family Asset Management's portfolio in Q2 2024, its #19 holding.
Institutional & Family Asset Management first reported a position in Wells Fargo in Q4 2015 and has held it in 35 quarters since.
Institutional & Family Asset Management's Wells Fargo position peaked at $7.27M in Q1 2024.
2,257 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.