Retirement Group’s Wells Fargo WFC Stock Holding History

Retirement 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 Q1	$435K	Hold	7,510	–	–	0.16%	76
2023 Q4	$370K	Hold	7,510	–	–	0.15%	73
2023 Q3	$307K	Hold	7,510	–	–	0.13%	78
2023 Q2	$321K	Hold	7,510	–	–	0.13%	76
2023 Q1	$281K	Buy	7,510 +7,000	+1,373%	+$305K	0.13%	74
2022 Q4	$21K	Hold	510	–	–	0.01%	273
2022 Q3	$21K	Sell	510 -125	-20%	-$5.37K	0.02%	176
2022 Q2	$25K	Hold	635	–	–	0.01%	285
2022 Q1	$31K	Buy	635 +625	+6,250%	+$33.5K	0.01%	273
2021 Q4	$0	Hold	10	–	–	﹤0.01%	760
2021 Q3	$0	Hold	10	–	–	﹤0.01%	713
2021 Q2	$0	Hold	10	–	–	﹤0.01%	779
2021 Q1	$0	Sell	10 -2,000	-100%	-$70.8K	﹤0.01%	795
2020 Q4	$60K	Buy	2,010 +1,982	+7,079%	+$51.3K	0.03%	242
2020 Q3	$1K	Hold	28	–	–	﹤0.01%	639
2020 Q2	$1K	Buy	+28	New	+$766	﹤0.01%	626
2019 Q4	$12K	Buy	+219	New	+$11.5K	0.01%	372

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

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

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

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

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

Retirement Group's WFC Position: Q1 2024 in Review

Retirement Group held its Wells Fargo (WFC) position steady in Q1 2024 at 7,510 shares worth $435K. The position accounts for 0.16% of the portfolio, ranked #76.

Retirement Group first reported a position in WFC in Q4 2019 and has held it in 17 quarters since. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Retirement Group held 7,510 shares of Wells Fargo worth $435K as of Q1 2024.
Retirement Group left its Wells Fargo share count unchanged in Q1 2024.
Wells Fargo made up 0.16% of Retirement Group's portfolio in Q1 2024, its #76 holding.
Retirement Group first reported a position in Wells Fargo in Q4 2019 and has held it in 17 quarters since.
2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.