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Peterson Financial Group’s Wells Fargo WFC Stock Holding History

Peterson Financial 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
Q3 		$62K Buy
+1,097
New +$62K 0.24% 77
2023
Q1 		– Sell
-30,072
Closed -$1.24M – 74
2022
Q4 		$1.24M Sell
30,072
-14,886
-33% -$659K 1.64% 22
2022
Q3 		$1.81M Buy
44,958
+9,060
+25% +$389K 1.76% 16
2022
Q2 		$1.41M Buy
35,898
+2,876
+9% +$126K 1.32% 36
2022
Q1 		$1.6M Buy
33,022
+1,243
+4% +$66.5K 1.33% 31
2021
Q4 		$1.52M Buy
+31,779
New +$1.56M 1.24% 32

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
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

Peterson Financial Group's WFC Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Wells Fargo (WFC) in Q3 2024: 1,097 shares worth $62K. The stake represents 0.24% of the portfolio and ranks #77 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in WFC as recently as Q4 2022.

Peterson Financial Group first reported a position in WFC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.81M in Q3 2022. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Peterson Financial Group held 1,097 shares of Wells Fargo worth $62K as of Q3 2024.
  • Wells Fargo was a new Peterson Financial Group position in Q3 2024.
  • Wells Fargo made up 0.24% of Peterson Financial Group's portfolio in Q3 2024, its #77 holding.
  • Peterson Financial Group first reported a position in Wells Fargo in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's Wells Fargo position peaked at $1.81M in Q3 2022.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.