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Planning Center Inc’s Wells Fargo WFC Stock Holding History

Planning Center Inc’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
-5,554
Closed -$273K – 64
2023
Q4 		$273K Sell
5,554
-132
-2% -$5.7K 0.06% 52
2023
Q3 		$232K Hold
5,686
– – 0.06% 57
2023
Q2 		$243K Sell
5,686
-995
-15% -$40K 0.06% 61
2023
Q1 		$265K Sell
6,681
-1,300
-16% -$56.7K 0.07% 53
2022
Q4 		$330K Hold
7,981
– – 0.1% 46
2022
Q3 		$321K Hold
7,981
– – 0.25% 28
2022
Q2 		$315K Hold
7,981
– – 0.25% 33
2022
Q1 		$387K Hold
7,981
– – 1.11% 25
2021
Q4 		$446K Buy
+7,981
New +$393K 0.36% 22

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

Planning Center Inc's WFC Position: Q1 2024 in Review

Planning Center Inc sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 5,554 shares — an estimated $273K sold.

Planning Center Inc first reported a position in WFC in Q4 2021 and held it in 9 quarters. The position peaked at $446K in Q4 2021. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Planning Center Inc reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
  • Planning Center Inc sold 5,554 Wells Fargo shares in Q1 2024, an estimated $273K.
  • Planning Center Inc first reported a position in Wells Fargo in Q4 2021 and held it in 9 quarters.
  • Planning Center Inc's Wells Fargo position peaked at $446K in Q4 2021.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Planning Center Inc's 13F filing for Q1 2024, filed 23 Apr 2024.