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McDaniel Terry & Co’s Wells Fargo WFC Stock Holding History

McDaniel Terry & Co’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
Q2 		– Sell
-14,700
Closed -$852K – 105
2024
Q1 		$852K Buy
14,700
+292
+2% +$15.3K 0.08% 56
2023
Q4 		$709K Sell
14,408
-400
-3% -$17.3K 0.07% 58
2023
Q3 		$605K Hold
14,808
– – 0.06% 59
2023
Q2 		$632K Hold
14,808
– – 0.06% 55
2023
Q1 		$554K Buy
+14,808
New +$645K 0.06% 56
2022
Q4 		– Sell
-5,396
Closed -$217K – 96
2022
Q3 		$217K Sell
5,396
-294
-5% -$12.6K 0.03% 86
2022
Q2 		$223K Hold
5,690
– – 0.03% 87
2022
Q1 		$276K Buy
+5,690
New +$305K 0.03% 81

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

McDaniel Terry & Co's WFC Position: Q2 2024 in Review

McDaniel Terry & Co sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 14,700 shares — an estimated $852K sold.

McDaniel Terry & Co first reported a position in WFC in Q1 2022 and held it in 8 quarters. The position peaked at $852K in Q1 2024. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • McDaniel Terry & Co reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • McDaniel Terry & Co sold 14,700 Wells Fargo shares in Q2 2024, an estimated $852K.
  • McDaniel Terry & Co first reported a position in Wells Fargo in Q1 2022 and held it in 8 quarters.
  • McDaniel Terry & Co's Wells Fargo position peaked at $852K in Q1 2024.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on McDaniel Terry & Co's 13F filing for Q2 2024, filed 5 Aug 2024.