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

Redwood 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
2024 Q3	–	Sell	-1,090	Closed	-$64.8K	–	1093
2024 Q2	$64.8K	Buy	+1,090	New	+$64.3K	0.05%	264
2024 Q1	–	Sell	-4,223	Closed	-$208K	–	144
2023 Q4	$208K	Buy	+4,223	New	+$182K	0.23%	112
2023 Q2	–	Sell	-6,443	Closed	-$241K	–	162
2023 Q1	$241K	Buy	+6,443	New	+$281K	0.27%	110

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Redwood Wealth Management Group's WFC Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 1,090 shares — an estimated $64.8K sold.

Redwood Wealth Management Group first reported a position in WFC in Q1 2023 and held it in 3 quarters. The position peaked at $241K in Q1 2023. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Redwood Wealth Management Group reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 1,090 Wells Fargo shares in Q3 2024, an estimated $64.8K.
Redwood Wealth Management Group first reported a position in Wells Fargo in Q1 2023 and held it in 3 quarters.
Redwood Wealth Management Group's Wells Fargo position peaked at $241K in Q1 2023.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.