Ropes Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,284
| Closed | -$268K | – | 281 |
|
|
2023
Q2 | $268K | Buy |
6,284
+634
| +11% | +$25.5K | 0.04% | 235 |
|
|
2023
Q1 | $211K | Sell |
5,650
-523
| -8% | -$22.8K | 0.04% | 254 |
|
|
2022
Q4 | $255K | Buy |
6,173
+698
| +13% | +$30.9K | 0.05% | 240 |
|
|
2022
Q3 | $220K | Buy |
+5,475
| New | +$235K | 0.05% | 233 |
|
|
2021
Q1 | – | Sell |
-3,075
| Closed | -$93K | – | 791 |
|
|
2020
Q4 | $93K | Sell |
3,075
-993
| -24% | -$25.7K | 0.01% | 325 |
|
|
2020
Q3 | $96K | Sell |
4,068
-1,006
| -20% | -$24.8K | 0.02% | 275 |
|
|
2020
Q2 | $130K | Buy |
5,074
+1,789
| +54% | +$48.9K | 0.03% | 229 |
|
|
2020
Q1 | $94K | Sell |
3,285
-4,410
| -57% | -$187K | 0.02% | 234 |
|
|
2019
Q4 | $414K | Sell |
7,695
-19,717
| -72% | -$1.03M | 0.09% | 156 |
|
|
2019
Q3 | $1.38M | Sell |
27,412
-402
| -1% | -$18.9K | 0.29% | 69 |
|
|
2019
Q2 | $1.32M | Sell |
27,814
-734
| -3% | -$34.3K | 0.28% | 69 |
|
|
2019
Q1 | $1.38M | Buy |
28,548
+124
| +0.4% | +$6.1K | 0.36% | 63 |
|
|
2018
Q4 | $1.31M | Sell |
28,424
-6,972
| -20% | -$357K | 0.38% | 61 |
|
|
2018
Q3 | $1.86M | Buy |
35,396
+10,000
| +39% | +$571K | 0.46% | 54 |
|
|
2018
Q2 | $1.41M | Sell |
25,396
-11,590
| -31% | -$621K | 0.38% | 62 |
|
|
2018
Q1 | $1.94M | Buy |
36,986
+811
| +2% | +$48.2K | 0.53% | 52 |
|
|
2017
Q4 | $2.19M | Sell |
36,175
-1,460
| -4% | -$82.5K | 0.57% | 49 |
|
|
2017
Q3 | $2.08M | Sell |
37,635
-180
| -0.5% | -$9.57K | 0.56% | 49 |
|
|
2017
Q2 | $2.1M | Buy |
37,815
+815
| +2% | +$43.7K | 0.59% | 45 |
|
|
2017
Q1 | $2.06M | Buy |
37,000
+2,930
| +9% | +$166K | 0.59% | 44 |
|
|
2016
Q4 | $1.88M | Buy |
34,070
+40
| +0.1% | +$2.01K | 0.59% | 44 |
|
|
2016
Q3 | $1.51M | Buy |
34,030
+2,484
| +8% | +$119K | 0.51% | 47 |
|
|
2016
Q2 | $1.49M | Buy |
31,546
+5,860
| +23% | +$286K | 0.52% | 45 |
|
|
2016
Q1 | $1.24M | Buy |
25,686
+2,076
| +9% | +$102K | 0.55% | 44 |
|
|
2015
Q4 | $1.28M | Buy |
23,610
+2,352
| +11% | +$128K | 0.56% | 43 |
|
|
2015
Q3 | $1.09M | Buy |
21,258
+3,873
| +22% | +$213K | 0.57% | 39 |
|
|
2015
Q2 | $978K | Sell |
17,385
-926
| -5% | -$51.6K | 0.53% | 43 |
|
|
2015
Q1 | $996K | Buy |
+18,311
| New | +$990K | 0.52% | 46 |
|
Other funds holding WFC
Ropes Wealth Advisors's WFC Position: Q3 2023 in Review
Ropes Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 6,284 shares — an estimated $268K sold.
Ropes Wealth Advisors first reported a position in WFC in Q1 2015 and held it in 28 quarters. The position peaked at $2.19M in Q4 2017. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.
- Ropes Wealth Advisors reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
- Ropes Wealth Advisors sold 6,284 Wells Fargo shares in Q3 2023, an estimated $268K.
- Ropes Wealth Advisors first reported a position in Wells Fargo in Q1 2015 and held it in 28 quarters.
- Ropes Wealth Advisors's Wells Fargo position peaked at $2.19M in Q4 2017.
- 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.