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Madison Wealth Management’s Wells Fargo WFC Stock Holding History

Madison 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
2023
Q3 		$549K Sell
13,432
-248
-2% -$10.7K 0.12% 107
2023
Q2 		$584K Buy
13,680
+39
+0.3% +$1.57K 0.12% 108
2023
Q1 		$510K Buy
13,641
+1,095
+9% +$47.7K 0.11% 112
2022
Q4 		$518K Sell
12,546
-306
-2% -$13.5K 0.12% 110
2022
Q3 		$517K Buy
12,852
+679
+6% +$29.2K 0.13% 110
2022
Q2 		$477K Sell
12,173
-1,108
-8% -$48.6K 0.12% 113
2022
Q1 		$643K Buy
13,281
+69
+0.5% +$3.69K 0.14% 107
2021
Q4 		$634K Sell
13,212
-153
-1% -$7.53K 0.13% 105
2021
Q3 		$620K Sell
13,365
-294
-2% -$13.6K 0.14% 104
2021
Q2 		$619K Buy
13,659
+1,855
+16% +$82.8K 0.14% 103
2021
Q1 		$461K Sell
11,804
-27,448
-70% -$972K 0.11% 107
2020
Q4 		$1.19M Sell
39,252
-3,625
-8% -$93.8K 0.31% 68
2020
Q3 		$1.01M Sell
42,877
-70,473
-62% -$1.74M 0.3% 71
2020
Q2 		$2.9M Sell
113,350
-91,038
-45% -$2.49M 0.95% 30
2020
Q1 		$5.87M Sell
204,388
-8,941
-4% -$380K 2.35% 9
2019
Q4 		$11.5M Buy
+213,329
New +$11.2M 3.29% 6

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's WFC Position: Q3 2023 in Review

Madison Wealth Management reduced its Wells Fargo (WFC) stake by 1.8% in Q3 2023, selling an estimated $10.7K and leaving 13,432 shares worth $549K. The position accounts for 0.12% of the portfolio, ranked #107.

Madison Wealth Management first reported a position in WFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $11.5M in Q4 2019. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Madison Wealth Management held 13,432 shares of Wells Fargo worth $549K as of Q3 2023.
  • Madison Wealth Management sold 248 Wells Fargo shares in Q3 2023, an estimated $10.7K.
  • Wells Fargo made up 0.12% of Madison Wealth Management's portfolio in Q3 2023, its #107 holding.
  • Madison Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Wells Fargo position peaked at $11.5M in Q4 2019.
  • 1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.