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Lee Financial’s Wells Fargo WFC Stock Holding History

Lee Financial’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
Q1 		– Sell
-10,899
Closed -$536K – 820
2023
Q4 		$536K Buy
10,899
+129
+1% +$5.57K 0.09% 90
2023
Q3 		$440K Sell
10,770
-17,866
-62% -$771K 0.08% 93
2023
Q2 		$1.22M Sell
28,636
-1,270
-4% -$51.1K 0.21% 53
2023
Q1 		$1.12M Sell
29,906
-4,259
-12% -$186K 0.19% 56
2022
Q4 		$1.41M Buy
34,165
+450
+1% +$19.9K 0.24% 55
2022
Q3 		$1.36M Buy
33,715
+502
+2% +$21.6K 0.25% 55
2022
Q2 		$1.3M Sell
33,213
-49
-0.1% -$2.15K 0.24% 56
2022
Q1 		$1.61M Buy
33,262
+85
+0.3% +$4.55K 0.29% 49
2021
Q4 		$1.59M Sell
33,177
-7
-0% -$345 0.3% 46
2021
Q3 		$1.54M Buy
33,184
+459
+1% +$21.2K 0.32% 45
2021
Q2 		$1.48M Sell
32,725
-210
-0.6% -$9.38K 0.31% 49
2021
Q1 		$1.29M Buy
32,935
+32,185
+4,291% +$1.14M 0.31% 53
2020
Q4 		$23K Hold
750
– – 0.01% 272
2020
Q3 		$18K Hold
750
– – 0.01% 323
2020
Q2 		$19K Sell
750
-565
-43% -$15.5K 0.01% 285
2020
Q1 		$38K Buy
1,315
+16
+1% +$680 0.01% 192
2019
Q4 		$70K Buy
1,299
+12
+0.9% +$629 0.02% 165
2019
Q3 		$65K Buy
1,287
+13
+1% +$612 0.01% 173
2019
Q2 		$60K Buy
1,274
+12
+1% +$561 0.01% 189
2019
Q1 		$61K Sell
1,262
-1,245
-50% -$61.2K 0.01% 183
2018
Q4 		$116K Hold
2,507
– – 0.03% 142
2018
Q3 		$132K Buy
2,507
+2,037
+433% +$116K 0.03% 146
2018
Q2 		$26K Buy
470
+2
+0.4% +$107 0.01% 315
2018
Q1 		$25K Buy
+468
New +$27.8K 0.01% 328
2017
Q3 		– Sell
-50
Closed -$3K – 535
2017
Q2 		$3K Buy
+50
New +$2.68K ﹤0.01% 452

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lee Financial's WFC Position: Q1 2024 in Review

Lee Financial sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 10,899 shares — an estimated $536K sold.

Lee Financial first reported a position in WFC in Q2 2017 and held it in 25 quarters. The position peaked at $1.61M in Q1 2022. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Lee Financial reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 10,899 Wells Fargo shares in Q1 2024, an estimated $536K.
  • Lee Financial first reported a position in Wells Fargo in Q2 2017 and held it in 25 quarters.
  • Lee Financial's Wells Fargo position peaked at $1.61M in Q1 2022.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.