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Norwood Financial’s Wells Fargo WFC Stock Holding History

Norwood Financial’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 		$13K Sell
225
-25
-10% -$1.31K 0.02% 232
2023
Q4 		$12.3K Hold
250
– – 0.02% 219
2023
Q3 		$10.2K Hold
250
– – 0.02% 226
2023
Q2 		$10.7K Hold
250
– – 0.02% 225
2023
Q1 		$9.34K Hold
250
– – 0.01% 222
2022
Q4 		$10.3K Hold
250
– – 0.02% 217
2022
Q3 		$10K Hold
250
– – 0.02% 215
2022
Q2 		$10K Hold
250
– – 0.02% 214
2022
Q1 		$12K Buy
250
+25
+11% +$1.34K 0.02% 208
2021
Q4 		$11K Buy
+225
New +$11.1K 0.02% 216

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

Norwood Financial's WFC Position: Q1 2024 in Review

Norwood Financial reduced its Wells Fargo (WFC) stake by 10% in Q1 2024, selling an estimated $1.31K and leaving 225 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #232.

Norwood Financial first reported a position in WFC in Q4 2021 and has held it in 10 quarters since. 2,201 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Norwood Financial held 225 shares of Wells Fargo worth $13K as of Q1 2024.
  • Norwood Financial sold 25 Wells Fargo shares in Q1 2024, an estimated $1.31K.
  • Wells Fargo made up 0.02% of Norwood Financial's portfolio in Q1 2024, its #232 holding.
  • Norwood Financial first reported a position in Wells Fargo in Q4 2021 and has held it in 10 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.