Moser Wealth Advisors’s Wells Fargo WFC Stock Holding History

Moser Wealth 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 Q3	–	Sell	-72	Closed	-$4.28K	–	153
2024 Q2	$4.28K	Hold	72	–	–	﹤0.01%	134
2024 Q1	$4.17K	Buy	+72	New	+$3.77K	﹤0.01%	133

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Moser Wealth Advisors's WFC Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 72 shares — an estimated $4.28K sold.

Moser Wealth Advisors first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $4.28K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Moser Wealth Advisors reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Moser Wealth Advisors sold 72 Wells Fargo shares in Q3 2024, an estimated $4.28K.
Moser Wealth Advisors first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
Moser Wealth Advisors's Wells Fargo position peaked at $4.28K in Q2 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.