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Spectrum Planning & Advisory Services’s Wells Fargo WFC Stock Holding History

Spectrum Planning & Advisory Services’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
Q3 		– Sell
-3,529
Closed -$203K – 61
2024
Q2 		$203K Buy
+3,529
New +$208K 0.2% 51

Other funds holding WFC

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

Spectrum Planning & Advisory Services's WFC Position: Q3 2024 in Review

Spectrum Planning & Advisory Services sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 3,529 shares — an estimated $203K sold.

Spectrum Planning & Advisory Services first reported a position in WFC in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Spectrum Planning & Advisory Services reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 3,529 Wells Fargo shares in Q3 2024, an estimated $203K.
  • Spectrum Planning & Advisory Services first reported a position in Wells Fargo in Q2 2024 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's Wells Fargo position peaked at $203K in Q2 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2024, filed 8 Nov 2024.