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Long Island Wealth Management’s Wells Fargo WFC Stock Holding History

Long Island 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
Q1 		– Sell
-98
Closed -$5K – 412
2023
Q4 		$5K Buy
+98
New +$4.23K ﹤0.01% 280

Other funds holding WFC

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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

Long Island Wealth Management's WFC Position: Q1 2024 in Review

Long Island Wealth Management sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 98 shares — an estimated $5K sold.

Long Island Wealth Management first reported a position in WFC in Q4 2023 and held it in 1 quarter. The position peaked at $5K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Long Island Wealth Management reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 98 Wells Fargo shares in Q1 2024, an estimated $5K.
  • Long Island Wealth Management first reported a position in Wells Fargo in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Wells Fargo position peaked at $5K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.