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Raymond James & Associates’s Wells Fargo WFC Stock Holding History

Raymond James & Associates’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
2021
Q4 		– Sell
-12,800
Closed -$3K – 4287
2021
Q3 		$3K Buy
+12,800
New +$592K ﹤0.01% 4092

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

Raymond James & Associates's WFC Position: Q3 2024 in Review

Raymond James & Associates increased its Wells Fargo (WFC) stake by 1% in Q3 2024, buying an estimated $1.77M and bringing the position to 3,117,717 shares worth $176M. The position accounts for 0.11% of the portfolio, ranked #166.

Raymond James & Associates first reported a position in WFC in Q2 2013 and has held it in 46 quarters since. The position peaked at $211M in Q4 2019. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Raymond James & Associates held 3,117,717 shares of Wells Fargo worth $176M as of Q3 2024.
  • Raymond James & Associates bought 31,381 Wells Fargo shares in Q3 2024, an estimated $1.77M.
  • Wells Fargo made up 0.11% of Raymond James & Associates's portfolio in Q3 2024, its #166 holding.
  • Raymond James & Associates first reported a position in Wells Fargo in Q2 2013 and has held it in 46 quarters since.
  • Raymond James & Associates's Wells Fargo position peaked at $211M in Q4 2019.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.