ODG
WFC icon

O'Dell Group’s Wells Fargo WFC Stock Holding History

O'Dell Group’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
-2,726
Closed -$134K – 484
2023
Q4 		$134K Buy
+2,726
New +$118K 0.04% 117
2023
Q3 		– Sell
-2,726
Closed -$116K – 490
2023
Q2 		$116K Buy
+2,726
New +$110K 0.03% 118
2022
Q4 		– Sell
-2,726
Closed -$110K – 407
2022
Q3 		$110K Hold
2,726
– – 0.04% 89
2022
Q2 		$107K Hold
2,726
– – 0.04% 94
2022
Q1 		$132K Sell
2,726
-589
-18% -$31.5K 0.04% 97
2021
Q4 		$159K Hold
3,315
– – 0.05% 85
2021
Q3 		$154K Buy
+3,315
New +$153K 0.05% 86

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

O'Dell Group's WFC Position: Q1 2024 in Review

O'Dell Group sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 2,726 shares — an estimated $134K sold.

O'Dell Group first reported a position in WFC in Q3 2021 and held it in 7 quarters. The position peaked at $159K in Q4 2021. 2,204 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • O'Dell Group reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • O'Dell Group sold 2,726 Wells Fargo shares in Q1 2024, an estimated $134K.
  • O'Dell Group first reported a position in Wells Fargo in Q3 2021 and held it in 7 quarters.
  • O'Dell Group's Wells Fargo position peaked at $159K in Q4 2021.
  • 2,204 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.