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Milestone Investment Advisors’s Wells Fargo WFC Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-6,040
Closed -$247K – 435
2023
Q3 		$247K Buy
+6,040
New +$261K 0.07% 92
2023
Q2 		– Sell
-6,223
Closed -$233K – 431
2023
Q1 		$233K Buy
+6,223
New +$271K 0.07% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Milestone Investment Advisors's WFC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 6,040 shares — an estimated $247K sold.

Milestone Investment Advisors first reported a position in WFC in Q1 2023 and held it in 2 quarters. The position peaked at $247K in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 6,040 Wells Fargo shares in Q4 2023, an estimated $247K.
  • Milestone Investment Advisors first reported a position in Wells Fargo in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Wells Fargo position peaked at $247K in Q3 2023.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.