Steele Capital Management’s Wells Fargo WFC Stock Holding History

Steele Capital 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 Q3	–	Sell	-7,257	Closed	-$431K	–	173
2024 Q2	$431K	Sell	7,257 -1,775	-20%	-$105K	0.02%	115
2024 Q1	$523K	Hold	9,032	–	–	0.03%	96
2023 Q4	$445K	Buy	+9,032	New	+$390K	0.03%	100

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Steele Capital Management's WFC Position: Q3 2024 in Review

Steele Capital Management sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 7,257 shares — an estimated $431K sold.

Steele Capital Management first reported a position in WFC in Q4 2023 and held it in 3 quarters. The position peaked at $523K in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Steele Capital Management reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 7,257 Wells Fargo shares in Q3 2024, an estimated $431K.
Steele Capital Management first reported a position in Wells Fargo in Q4 2023 and held it in 3 quarters.
Steele Capital Management's Wells Fargo position peaked at $523K in Q1 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.