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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 $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