MIA
WFC icon

MMBG Investment Advisors’s Wells Fargo WFC Stock Holding History

MMBG 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
2024
Q1 		– Sell
-5,220
Closed -$257K – 163
2023
Q4 		$257K Buy
+5,220
New +$225K 0.03% 150
2023
Q3 		– Sell
-4,980
Closed -$202K – 159
2023
Q2 		$202K Buy
+4,980
New +$200K 0.02% 154
2023
Q1 		– Sell
-4,980
Closed -$206K – 167
2022
Q4 		$206K Hold
4,980
– – 0.03% 161
2022
Q3 		$200K Buy
+4,980
New +$214K 0.03% 159
2022
Q2 		– Sell
-4,980
Closed -$241K – 161
2022
Q1 		$241K Buy
+4,980
New +$267K 0.03% 151

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

MMBG Investment Advisors's WFC Position: Q1 2024 in Review

MMBG Investment Advisors sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 5,220 shares — an estimated $257K sold.

MMBG Investment Advisors first reported a position in WFC in Q1 2022 and held it in 5 quarters. The position peaked at $257K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • MMBG Investment Advisors reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 5,220 Wells Fargo shares in Q1 2024, an estimated $257K.
  • MMBG Investment Advisors first reported a position in Wells Fargo in Q1 2022 and held it in 5 quarters.
  • MMBG Investment Advisors's Wells Fargo position peaked at $257K in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on MMBG Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.