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StrategIQ Financial Group’s Wells Fargo WFC Stock Holding History

StrategIQ Financial Group’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
Q4 		$564K Sell
11,457
-383
-3% -$16.5K 0.06% 205
2023
Q3 		$484K Buy
11,840
+383
+3% +$16.5K 0.06% 210
2023
Q2 		$489K Buy
+11,457
New +$461K 0.06% 213
2022
Q2 		– Sell
-4,297
Closed -$208K – 299
2022
Q1 		$208K Hold
4,297
– – 0.02% 286
2021
Q4 		$206K Buy
+4,297
New +$212K 0.02% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

StrategIQ Financial Group's WFC Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Wells Fargo (WFC) stake by 3.2% in Q4 2023, selling an estimated $16.5K and leaving 11,457 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #205.

StrategIQ Financial Group first reported a position in WFC in Q4 2021 and has held it in 5 quarters since. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • StrategIQ Financial Group held 11,457 shares of Wells Fargo worth $564K as of Q4 2023.
  • StrategIQ Financial Group sold 383 Wells Fargo shares in Q4 2023, an estimated $16.5K.
  • Wells Fargo made up 0.06% of StrategIQ Financial Group's portfolio in Q4 2023, its #205 holding.
  • StrategIQ Financial Group first reported a position in Wells Fargo in Q4 2021 and has held it in 5 quarters since.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.