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One Wealth Management Investment & Advisory Services’s Wells Fargo WFC Stock Holding History

One Wealth Management Investment & Advisory Services’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
-3,963
Closed -$235K – 134
2024
Q2 		$235K Sell
3,963
-116
-3% -$6.85K 0.09% 105
2024
Q1 		$236K Buy
+4,079
New +$213K 0.1% 114

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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
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

One Wealth Management Investment & Advisory Services's WFC Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 3,963 shares — an estimated $235K sold.

One Wealth Management Investment & Advisory Services first reported a position in WFC in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 3,963 Wells Fargo shares in Q3 2024, an estimated $235K.
  • One Wealth Management Investment & Advisory Services first reported a position in Wells Fargo in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Wells Fargo position peaked at $236K in Q1 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.