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SignalPoint Asset Management’s Wells Fargo WFC Stock Holding History

SignalPoint Asset 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 		$279K Hold
3,974
– – 0.07% 206
2024
Q3 		$222K Hold
3,974
– – 0.05% 244
2024
Q2 		$236K Sell
3,974
-59
-1% -$3.48K 0.06% 228
2024
Q1 		$234K Buy
+4,033
New +$211K 0.06% 214
2019
Q4 		– Sell
-4,176
Closed -$211K – 228
2019
Q3 		$211K Buy
+4,176
New +$197K 0.09% 202
2019
Q1 		– Sell
-5,079
Closed -$234K – 221
2018
Q4 		$234K Sell
5,079
-1,812
-26% -$92.8K 0.11% 187
2018
Q3 		$362K Sell
6,891
-93
-1% -$5.31K 0.16% 150
2018
Q2 		$387K Buy
6,984
+37
+0.5% +$1.98K 0.18% 137
2018
Q1 		$364K Sell
6,947
-3,357
-33% -$199K 0.17% 145
2017
Q4 		$625K Sell
10,304
-5,371
-34% -$303K 0.3% 94
2017
Q3 		$863K Sell
15,675
-3,507
-18% -$186K 0.44% 63
2017
Q2 		$1.06M Buy
19,182
+5
+0% +$268 0.29% 87
2017
Q1 		$1.07M Sell
19,177
-46
-0.2% -$2.61K 0.3% 88
2016
Q4 		$1.06M Sell
19,223
-3,238
-14% -$163K 0.27% 85
2016
Q3 		$995K Sell
22,461
-545
-2% -$26.1K 0.26% 76
2016
Q2 		$1.09M Sell
23,006
-7,792
-25% -$380K 0.45% 49
2016
Q1 		$1.49M Buy
30,798
+1,246
+4% +$61K 0.64% 33
2015
Q4 		$1.61M Buy
29,552
+8,575
+41% +$466K 0.7% 34
2015
Q3 		$1.08M Buy
20,977
+953
+5% +$52.4K 0.49% 48
2015
Q2 		$1.09M Hold
20,024
– – 0.45% 48
2015
Q1 		$1.09M Buy
20,024
+7,619
+61% +$412K 0.45% 48
2014
Q4 		$680K Buy
12,405
+369
+3% +$19.5K 0.31% 74
2014
Q3 		$624K Sell
12,036
-797
-6% -$41K 0.3% 76
2014
Q2 		$674K Buy
12,833
+304
+2% +$15.3K 0.3% 72
2014
Q1 		$623K Sell
12,529
-10,163
-45% -$473K 0.29% 74
2013
Q4 		$1.03M Buy
22,692
+468
+2% +$20.2K 0.47% 60
2013
Q3 		$919K Buy
22,224
+10,908
+96% +$466K 0.58% 51
2013
Q2 		$467K Buy
+11,316
New +$441K 0.38% 49

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

SignalPoint Asset Management's WFC Position: Q4 2024 in Review

SignalPoint Asset Management held its Wells Fargo (WFC) position steady in Q4 2024 at 3,974 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #206.

SignalPoint Asset Management first reported a position in WFC in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.61M in Q4 2015. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • SignalPoint Asset Management held 3,974 shares of Wells Fargo worth $279K as of Q4 2024.
  • SignalPoint Asset Management left its Wells Fargo share count unchanged in Q4 2024.
  • Wells Fargo made up 0.07% of SignalPoint Asset Management's portfolio in Q4 2024, its #206 holding.
  • SignalPoint Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 28 quarters since.
  • SignalPoint Asset Management's Wells Fargo position peaked at $1.61M in Q4 2015.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.