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Level Financial Advisors’s Wells Fargo WFC Stock Holding History

Level Financial Advisors’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
-546
Closed -$26.9K – 258
2023
Q4 		$26.9K Buy
546
+4
+0.7% +$173 0.01% 147
2023
Q3 		$22.2K Buy
542
+4
+0.7% +$173 0.01% 148
2023
Q2 		$22.9K Buy
538
+4
+0.7% +$161 0.01% 142
2023
Q1 		$20K Buy
534
+4
+0.8% +$174 0.01% 134
2022
Q4 		$22K Buy
530
+3
+0.6% +$133 0.01% 124
2022
Q3 		$21K Buy
527
+4
+0.8% +$172 0.02% 134
2022
Q2 		$20K Buy
523
+3
+0.6% +$132 0.01% 147
2022
Q1 		$25K Buy
520
+2
+0.4% +$107 0.02% 118
2021
Q4 		$25K Buy
+518
New +$25.5K 0.02% 125

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

Level Financial Advisors's WFC Position: Q1 2024 in Review

Level Financial Advisors sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 546 shares — an estimated $26.9K sold.

Level Financial Advisors first reported a position in WFC in Q4 2021 and held it in 9 quarters. The position peaked at $26.9K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Level Financial Advisors reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 546 Wells Fargo shares in Q1 2024, an estimated $26.9K.
  • Level Financial Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Wells Fargo position peaked at $26.9K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.