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Steward Partners Investment Solutions’s Wells Fargo WFC Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$245K Sell
4,225
-571
-12% -$29.9K 0.04% 224
2023
Q4 		$236K Buy
+4,796
New +$207K 0.1% 126

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Steward Partners Investment Solutions's WFC Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its Wells Fargo (WFC) stake by 12% in Q1 2024, selling an estimated $29.9K and leaving 4,225 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #224.

Steward Partners Investment Solutions first reported a position in WFC in Q4 2023 and has held it in 2 quarters since. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

  • Steward Partners Investment Solutions held 4,225 shares of Wells Fargo worth $245K as of Q1 2024.
  • Steward Partners Investment Solutions sold 571 Wells Fargo shares in Q1 2024, an estimated $29.9K.
  • Wells Fargo made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #224 holding.
  • Steward Partners Investment Solutions first reported a position in Wells Fargo in Q4 2023 and has held it in 2 quarters since.
  • 2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.