MS
WFC icon

Madden Securities’s Wells Fargo WFC Stock Holding History

Madden Securities’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
-4,380
Closed -$216K – 109
2023
Q4 		$216K Buy
+4,380
New +$189K 0.11% 87
2023
Q1 		– Sell
-2,188
Closed -$90.3K – 365
2022
Q4 		$90.3K Buy
+2,188
New +$96.8K 0.05% 146

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

Madden Securities's WFC Position: Q1 2024 in Review

Madden Securities sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 4,380 shares — an estimated $216K sold.

Madden Securities first reported a position in WFC in Q4 2022 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Madden Securities reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Madden Securities sold 4,380 Wells Fargo shares in Q1 2024, an estimated $216K.
  • Madden Securities first reported a position in Wells Fargo in Q4 2022 and held it in 2 quarters.
  • Madden Securities's Wells Fargo position peaked at $216K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Madden Securities's 13F filing for Q1 2024, filed 10 Apr 2024.