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Raymond James Financial Services Advisors’s Wells Fargo WFC Stock Holding History

Raymond James Financial Services Advisors’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
Q2 		– Sell
-14,000
Closed -$61K – 3392
2021
Q1 		$61K Buy
14,000
+2,500
+22% +$88.5K ﹤0.01% 3085
2020
Q4 		$10K Buy
+11,500
New +$298K ﹤0.01% 2972

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 Financial Services Advisors's WFC Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Wells Fargo (WFC) stake by 7.7% in Q3 2024, selling an estimated $3.14M and leaving 666,685 shares worth $37.7M. The position accounts for 0.05% of the portfolio, ranked #348.

Raymond James Financial Services Advisors first reported a position in WFC in Q2 2013 and has held it in 46 quarters since. The position peaked at $42.9M in Q2 2024. 2,240 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Raymond James Financial Services Advisors held 666,685 shares of Wells Fargo worth $37.7M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 55,512 Wells Fargo shares in Q3 2024, an estimated $3.14M.
  • Wells Fargo made up 0.05% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #348 holding.
  • Raymond James Financial Services Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Financial Services Advisors's Wells Fargo position peaked at $42.9M in Q2 2024.
  • 2,240 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.