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Naples Money Management’s Wells Fargo WFC Stock Holding History

Naples Money 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
2024
Q3 		$14.1K Hold
249
– – 0.01% 155
2024
Q2 		$15.1K Hold
249
– – 0.01% 148
2024
Q1 		$14.4K Hold
249
– – 0.01% 164
2023
Q4 		$12.3K Buy
+249
New +$10.7K 0.01% 176

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Naples Money Management's WFC Position: Q3 2024 in Review

Naples Money Management held its Wells Fargo (WFC) position steady in Q3 2024 at 249 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #155.

Naples Money Management first reported a position in WFC in Q4 2023 and has held it in 4 quarters since. The position peaked at $15.1K in Q2 2024. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Naples Money Management held 249 shares of Wells Fargo worth $14.1K as of Q3 2024.
  • Naples Money Management left its Wells Fargo share count unchanged in Q3 2024.
  • Wells Fargo made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #155 holding.
  • Naples Money Management first reported a position in Wells Fargo in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Wells Fargo position peaked at $15.1K in Q2 2024.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.