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Sutton Wealth Advisors’s Wells Fargo WFC Stock Holding History

Sutton Wealth 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 		$25.6K Sell
627
-52
-8% -$2.25K 0.01% 324
2023
Q2 		$29K Sell
679
-93
-12% -$3.74K 0.01% 295
2023
Q1 		$28.9K Sell
772
-3,005
-80% -$131K 0.02% 261
2022
Q4 		$156K Buy
3,777
+292
+8% +$12.9K 0.06% 200
2022
Q3 		$140K Buy
3,485
+13
+0.4% +$559 0.06% 206
2022
Q2 		$136K Sell
3,472
-2,209
-39% -$96.9K 0.05% 204
2022
Q1 		$275K Buy
5,681
+8
+0.1% +$428 0.09% 147
2021
Q4 		$272K Buy
5,673
+93
+2% +$4.58K 0.09% 149
2021
Q3 		$259K Sell
5,580
-1
-0% -$46 0.1% 146
2021
Q2 		$253K Buy
5,581
+32
+0.6% +$1.43K 0.09% 154
2021
Q1 		$217K Buy
5,549
+21
+0.4% +$743 0.09% 164
2020
Q4 		$167K Buy
5,528
+8
+0.1% +$207 0.07% 178
2020
Q3 		$130K Sell
5,520
-242
-4% -$5.96K 0.06% 186
2020
Q2 		$148K Buy
5,762
+138
+2% +$3.78K 0.08% 166
2020
Q1 		$161K Sell
5,624
-1,223
-18% -$52K 0.1% 146
2019
Q4 		$368K Sell
6,847
-695
-9% -$36.4K 0.19% 93
2019
Q3 		$380K Sell
7,542
-602
-7% -$28.4K 0.21% 84
2019
Q2 		$385K Sell
8,144
-554
-6% -$25.9K 0.22% 81
2019
Q1 		$420K Sell
8,698
-645
-7% -$31.7K 0.25% 70
2018
Q4 		$431K Sell
9,343
-474
-5% -$24.3K 0.28% 64
2018
Q3 		$516K Hold
9,817
– – 0.34% 52
2018
Q2 		$544K Sell
9,817
-270
-3% -$14.5K 0.38% 43
2018
Q1 		$529K Buy
10,087
+368
+4% +$21.9K 0.38% 46
2017
Q4 		$590K Sell
9,719
-1,327
-12% -$74.9K 0.43% 42
2017
Q3 		$609K Hold
11,046
– – 0.46% 39
2017
Q2 		$612K Buy
11,046
+32
+0.3% +$1.71K 0.48% 39
2017
Q1 		$613K Sell
11,014
-9
-0.1% -$511 0.51% 37
2016
Q4 		$607K Sell
11,023
-105
-0.9% -$5.28K 0.54% 33
2016
Q3 		$493K Buy
11,128
+284
+3% +$13.6K 0.45% 43
2016
Q2 		$513K Buy
10,844
+557
+5% +$27.2K 0.48% 36
2016
Q1 		$497K Buy
+10,287
New +$504K 0.47% 39

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

Sutton Wealth Advisors's WFC Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Wells Fargo (WFC) stake by 7.7% in Q3 2023, selling an estimated $2.25K and leaving 627 shares worth $25.6K. The position accounts for 0.01% of the portfolio, ranked #324.

Sutton Wealth Advisors first reported a position in WFC in Q1 2016 and has held it in 31 quarters since. The position peaked at $613K in Q1 2017. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Sutton Wealth Advisors held 627 shares of Wells Fargo worth $25.6K as of Q3 2023.
  • Sutton Wealth Advisors sold 52 Wells Fargo shares in Q3 2023, an estimated $2.25K.
  • Wells Fargo made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #324 holding.
  • Sutton Wealth Advisors first reported a position in Wells Fargo in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Wells Fargo position peaked at $613K in Q1 2017.
  • 1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.