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Janiczek Wealth Management’s Wells Fargo WFC Stock Holding History

Janiczek Wealth 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 		$332K Buy
5,585
+101
+2% +$5.96K 0.07% 115
2024
Q1 		$318K Buy
5,484
+52
+1% +$2.72K 0.07% 126
2023
Q4 		$267K Sell
5,432
-476
-8% -$20.5K 0.06% 123
2023
Q3 		$241K Buy
5,908
+1,867
+46% +$80.6K 0.06% 125
2023
Q2 		$172K Hold
4,041
– – 0.05% 144
2023
Q1 		$160K Sell
4,041
-12
-0.3% -$523 0.05% 148
2022
Q4 		$174K Sell
4,053
-555
-12% -$24.6K 0.05% 138
2022
Q3 		$191K Sell
4,608
-80
-2% -$3.44K 0.06% 110
2022
Q2 		$206K Buy
4,688
+49
+1% +$2.15K 0.06% 98
2022
Q1 		$225K Buy
4,639
+423
+10% +$22.6K 0.06% 102
2021
Q4 		$202K Buy
4,216
+33
+0.8% +$1.63K 0.06% 106
2021
Q3 		$194K Buy
4,183
+135
+3% +$6.25K 0.07% 96
2021
Q2 		$183K Buy
4,048
+180
+5% +$8.04K 0.07% 90
2021
Q1 		$151K Buy
3,868
+487
+14% +$17.2K 0.06% 92
2020
Q4 		$102K Sell
3,381
-30
-0.9% -$777 0.05% 108
2020
Q3 		$80K Buy
3,411
+174
+5% +$4.29K 0.04% 80
2020
Q2 		$83K Buy
3,237
+1,010
+45% +$27.6K 0.05% 62
2020
Q1 		$64K Hold
2,227
– – 0.04% 56
2019
Q4 		$120K Hold
2,227
– – 0.05% 52
2019
Q3 		$112K Hold
2,227
– – 0.05% 53
2019
Q2 		$105K Hold
2,227
– – 0.05% 54
2019
Q1 		$108K Buy
2,227
+19
+0.9% +$934 0.05% 57
2018
Q4 		$102K Buy
+2,208
New +$113K 0.05% 59

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

Janiczek Wealth Management's WFC Position: Q2 2024 in Review

Janiczek Wealth Management increased its Wells Fargo (WFC) stake by 1.8% in Q2 2024, buying an estimated $5.96K and bringing the position to 5,585 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #115.

Janiczek Wealth Management first reported a position in WFC in Q4 2018 and has held it in 23 quarters since. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Janiczek Wealth Management held 5,585 shares of Wells Fargo worth $332K as of Q2 2024.
  • Janiczek Wealth Management bought 101 Wells Fargo shares in Q2 2024, an estimated $5.96K.
  • Wells Fargo made up 0.07% of Janiczek Wealth Management's portfolio in Q2 2024, its #115 holding.
  • Janiczek Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 23 quarters since.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.