Provence Wealth Management Group’s Wells Fargo WFC Stock Holding History

Provence Wealth Management 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
2023 Q4	$499K	Buy	10,133 +1,062	+12%	+$45.8K	0.27%	82
2023 Q3	$371K	Buy	9,071 +396	+5%	+$17.1K	0.23%	90
2023 Q2	$370K	Buy	8,675 +2,184	+34%	+$87.9K	0.22%	90
2023 Q1	$243K	Buy	+6,491	New	+$283K	0.16%	123

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Provence Wealth Management Group's WFC Position: Q4 2023 in Review

Provence Wealth Management Group increased its Wells Fargo (WFC) stake by 12% in Q4 2023, buying an estimated $45.8K and bringing the position to 10,133 shares worth $499K. The position accounts for 0.27% of the portfolio, ranked #82.

Provence Wealth Management Group first reported a position in WFC in Q1 2023 and has held it in 4 quarters since. 2,150 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Provence Wealth Management Group held 10,133 shares of Wells Fargo worth $499K as of Q4 2023.
Provence Wealth Management Group bought 1,062 Wells Fargo shares in Q4 2023, an estimated $45.8K.
Wells Fargo made up 0.27% of Provence Wealth Management Group's portfolio in Q4 2023, its #82 holding.
Provence Wealth Management Group first reported a position in Wells Fargo in Q1 2023 and has held it in 4 quarters since.
2,150 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.