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Laffer Tengler Investments’s Wells Fargo WFC Stock Holding History

Laffer Tengler Investments’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
-1,903
Closed -$113K – 347
2024
Q2 		$113K Sell
1,903
-79
-4% -$4.66K 0.02% 199
2024
Q1 		$115K Buy
1,982
+79
+4% +$4.13K 0.03% 182
2023
Q4 		$93.7K Hold
1,903
– – 0.02% 184
2023
Q3 		$77.8K Hold
1,903
– – 0.02% 186
2023
Q2 		$81.2K Hold
1,903
– – 0.02% 267
2023
Q1 		$71.1K Hold
1,903
– – 0.02% 293
2022
Q4 		$78.6K Hold
1,903
– – 0.02% 276
2022
Q3 		$76.5K Hold
1,903
– – 0.03% 229
2022
Q2 		$74.5K Hold
1,903
– – 0.03% 236
2022
Q1 		$92.2K Hold
1,903
– – 0.03% 258
2021
Q4 		$91.3K Hold
1,903
– – 0.03% 261
2021
Q3 		$88.3K Buy
+1,903
New +$88.1K 0.03% 290
2021
Q2 		– Sell
-1,903
Closed -$74.3K – 406
2021
Q1 		$74.3K Hold
1,903
– – 0.03% 252
2020
Q4 		$56.6K Hold
1,903
– – 0.02% 249
2020
Q3 		$44.7K Buy
+1,903
New +$46.9K 0.02% 226
2018
Q4 		– Sell
-90,687
Closed -$4.77M – 187
2018
Q3 		$4.77M Hold
90,687
– – 1.18% 7
2018
Q2 		$5.03M Hold
90,687
– – 1.29% 4
2018
Q1 		$4.75M Buy
90,687
+84,454
+1,355% +$5.02M 1.18% 5
2017
Q4 		$378K Sell
6,233
-993
-14% -$56.1K 0.09% 187
2017
Q3 		$399K Sell
7,226
-375
-5% -$19.9K 0.11% 184
2017
Q2 		$421K Sell
7,601
-22
-0.3% -$1.18K 0.11% 191
2017
Q1 		$424K Buy
+7,623
New +$433K 0.11% 188
2016
Q4 		– Sell
-91,658
Closed -$4.06M – 293
2016
Q3 		$4.06M Hold
91,658
– – 1.13% 13
2016
Q2 		$4.34M Buy
+91,658
New +$4.47M 1.23% 12
2014
Q4 		– Sell
-64
Closed -$3.32K – 234
2014
Q3 		$3.32K Buy
+64
New +$3.29K ﹤0.01% 230

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

Laffer Tengler Investments's WFC Position: Q3 2024 in Review

Laffer Tengler Investments sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 1,903 shares — an estimated $113K sold.

Laffer Tengler Investments first reported a position in WFC in Q3 2014 and held it in 25 quarters. The position peaked at $5.03M in Q2 2018. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Laffer Tengler Investments reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 1,903 Wells Fargo shares in Q3 2024, an estimated $113K.
  • Laffer Tengler Investments first reported a position in Wells Fargo in Q3 2014 and held it in 25 quarters.
  • Laffer Tengler Investments's Wells Fargo position peaked at $5.03M in Q2 2018.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Laffer Tengler Investments's 13F filing for Q3 2024, filed 4 Nov 2024.