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Source Financial Advisors’s Wells Fargo WFC Stock Holding History

Source Financial Advisors’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
Q3 		– Sell
-18,073
Closed -$771K – 136
2023
Q2 		$771K Sell
18,073
-4,784
-21% -$193K 0.25% 57
2023
Q1 		$854K Buy
22,857
+920
+4% +$40.1K 0.29% 57
2022
Q4 		$906K Buy
+21,937
New +$971K 0.34% 53

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Source Financial Advisors's WFC Position: Q3 2023 in Review

Source Financial Advisors sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 18,073 shares — an estimated $771K sold.

Source Financial Advisors first reported a position in WFC in Q4 2022 and held it in 3 quarters. The position peaked at $906K in Q4 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Source Financial Advisors reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • Source Financial Advisors sold 18,073 Wells Fargo shares in Q3 2023, an estimated $771K.
  • Source Financial Advisors first reported a position in Wells Fargo in Q4 2022 and held it in 3 quarters.
  • Source Financial Advisors's Wells Fargo position peaked at $906K in Q4 2022.
  • 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Source Financial Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.