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Kelly Financial Services’s Wells Fargo WFC Stock Holding History

Kelly Financial 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
Q3 		– Sell
-337
Closed -$20K – 754
2024
Q2 		$20K Hold
337
– – 0.01% 329
2024
Q1 		$19.5K Buy
337
+9
+3% +$471 0.01% 331
2023
Q4 		$16.1K Sell
328
-1,633
-83% -$70.5K 0.01% 338
2023
Q3 		$80.1K Buy
1,961
+1,367
+230% +$59K 0.04% 141
2023
Q2 		$25.4K Sell
594
-155
-21% -$6.24K 0.01% 265
2023
Q1 		$28K Buy
749
+56
+8% +$2.44K 0.01% 246
2022
Q4 		$28.6K Buy
693
+2
+0.3% +$89 0.02% 228
2022
Q3 		$27.8K Buy
691
+2
+0.3% +$86 0.02% 218
2022
Q2 		$27K Buy
689
+1
+0.1% +$44 0.01% 225
2022
Q1 		$33.3K Buy
688
+1
+0.1% +$54 0.02% 224
2021
Q4 		$32.9K Sell
687
-497
-42% -$24.5K 0.02% 222
2021
Q3 		$54.9K Sell
1,184
-52,282
-98% -$2.42M 0.03% 147
2021
Q2 		$1.18M Buy
53,466
+52,786
+7,763% +$2.36M 0.05% 106
2021
Q1 		$26.6K Buy
680
+250
+58% +$8.85K 0.02% 189
2020
Q4 		$13K Sell
430
-285
-40% -$7.38K 0.01% 239
2020
Q3 		$16.8K Sell
715
-299
-29% -$7.37K 0.01% 192
2020
Q2 		$26K Buy
1,014
+5
+0.5% +$137 0.02% 132
2020
Q1 		$28.9K Buy
1,009
+4
+0.4% +$170 0.04% 111
2019
Q4 		$54.1K Buy
1,005
+2
+0.2% +$105 0.04% 79
2019
Q3 		$50.6K Buy
1,003
+3
+0.3% +$141 0.05% 81
2019
Q2 		$47.3K Buy
1,000
+34
+4% +$1.59K 0.04% 81
2019
Q1 		$46.7K Buy
+966
New +$47.5K 0.05% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kelly Financial Services's WFC Position: Q3 2024 in Review

Kelly Financial Services sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 337 shares — an estimated $20K sold.

Kelly Financial Services first reported a position in WFC in Q1 2019 and held it in 22 quarters. The position peaked at $1.18M in Q2 2021. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Kelly Financial Services reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 337 Wells Fargo shares in Q3 2024, an estimated $20K.
  • Kelly Financial Services first reported a position in Wells Fargo in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Wells Fargo position peaked at $1.18M in Q2 2021.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.