Resource Consulting Group’s Wells Fargo WFC Stock Holding History

Resource Consulting 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	$586K	Buy	+11,896	New	+$513K	0.1%	38
2023 Q3	–	Sell	-11,896	Closed	-$508K	–	68
2023 Q2	$508K	Buy	+11,896	New	+$479K	0.1%	42
2022 Q4	–	Sell	-11,896	Closed	-$478K	–	48
2022 Q3	$478K	Buy	+11,896	New	+$511K	0.14%	26

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

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

Resource Consulting Group's WFC Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Wells Fargo (WFC) in Q4 2023: 11,896 shares worth $586K. The stake represents 0.1% of the portfolio and ranks #38 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in WFC as recently as Q2 2023.

Resource Consulting Group first reported a position in WFC in Q3 2022 and has held it in 3 quarters since. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Resource Consulting Group held 11,896 shares of Wells Fargo worth $586K as of Q4 2023.
Wells Fargo was a new Resource Consulting Group position in Q4 2023.
Wells Fargo made up 0.1% of Resource Consulting Group's portfolio in Q4 2023, its #38 holding.
Resource Consulting Group first reported a position in Wells Fargo in Q3 2022 and has held it in 3 quarters since.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.