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Portfolio Strategies’s Wells Fargo WFC Stock Holding History

Portfolio Strategies’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
Q2 		– Sell
-5,349
Closed -$310K – 136
2024
Q1 		$310K Buy
+5,349
New +$280K 0.02% 111
2018
Q4 		– Sell
-4
Closed – – 200
2018
Q3 		$0 Hold
4
– – ﹤0.01% 267
2018
Q2 		$0 Hold
4
– – ﹤0.01% 265
2018
Q1 		$0 Hold
4
– – ﹤0.01% 263
2017
Q4 		$0 Buy
+4
New +$226 ﹤0.01% 254

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Portfolio Strategies's WFC Position: Q2 2024 in Review

Portfolio Strategies sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 5,349 shares — an estimated $310K sold.

Portfolio Strategies first reported a position in WFC in Q4 2017 and held it in 5 quarters. The position peaked at $310K in Q1 2024. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Portfolio Strategies reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 5,349 Wells Fargo shares in Q2 2024, an estimated $310K.
  • Portfolio Strategies first reported a position in Wells Fargo in Q4 2017 and held it in 5 quarters.
  • Portfolio Strategies's Wells Fargo position peaked at $310K in Q1 2024.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.