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Sanctuary Wealth Management’s Wells Fargo WFC Stock Holding History

Sanctuary Wealth Management’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
Q4 		$30.6K Hold
435
– – 0.02% 115
2024
Q3 		$24.6K Sell
435
-42
-9% -$2.38K 0.02% 134
2024
Q2 		$28.3K Hold
477
– – 0.02% 110
2024
Q1 		$27.6K Hold
477
– – 0.02% 116
2023
Q4 		$23.5K Hold
477
– – 0.02% 116
2023
Q3 		$19.5K Hold
477
– – 0.02% 109
2023
Q2 		$20.4K Buy
+477
New +$19.2K 0.02% 114
2022
Q4 		$19.7K Buy
+477
New +$21.1K 0.02% 106

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sanctuary Wealth Management's WFC Position: Q4 2024 in Review

Sanctuary Wealth Management held its Wells Fargo (WFC) position steady in Q4 2024 at 435 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #115.

Sanctuary Wealth Management first reported a position in WFC in Q4 2022 and has held it in 8 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Sanctuary Wealth Management held 435 shares of Wells Fargo worth $30.6K as of Q4 2024.
  • Sanctuary Wealth Management left its Wells Fargo share count unchanged in Q4 2024.
  • Wells Fargo made up 0.02% of Sanctuary Wealth Management's portfolio in Q4 2024, its #115 holding.
  • Sanctuary Wealth Management first reported a position in Wells Fargo in Q4 2022 and has held it in 8 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.