Sweet Financial Partners’s Wells Fargo WFC Stock Holding History

Sweet Financial Partners’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	$365K	Buy	6,461 +9	+0.1%	+$509	0.08%	148
2024 Q2	$383K	Sell	6,452 -197	-3%	-$11.6K	0.09%	136
2024 Q1	$385K	Sell	6,649 -3,146	-32%	-$165K	0.09%	139
2023 Q4	$482K	Sell	9,795 -46	-0.5%	-$1.99K	0.11%	123
2023 Q3	$402K	Buy	9,841 +1,033	+12%	+$44.6K	0.11%	122
2023 Q2	$376K	Sell	8,808 -56	-0.6%	-$2.25K	0.1%	128
2023 Q1	$331K	Sell	8,864 -21	-0.2%	-$915	0.09%	134
2022 Q4	$367K	Buy	8,885 +40	+0.5%	+$1.77K	0.11%	117
2022 Q3	$355K	Buy	8,845 +2,036	+30%	+$87.5K	0.11%	117
2022 Q2	$267K	Sell	6,809 -85	-1%	-$3.73K	0.08%	137
2022 Q1	$334K	Buy	6,894 +720	+12%	+$38.5K	0.09%	124
2021 Q4	$296K	Buy	+6,174	New	+$304K	0.12%	110

Other funds holding WFC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's WFC Position: Q3 2024 in Review

Sweet Financial Partners increased its Wells Fargo (WFC) stake by 0.14% in Q3 2024, buying an estimated $509 and bringing the position to 6,461 shares worth $365K. The position accounts for 0.08% of the portfolio, ranked #148.

Sweet Financial Partners first reported a position in WFC in Q4 2021 and has held it in 12 quarters since. The position peaked at $482K in Q4 2023. 2,245 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Sweet Financial Partners held 6,461 shares of Wells Fargo worth $365K as of Q3 2024.
Sweet Financial Partners bought 9 Wells Fargo shares in Q3 2024, an estimated $509.
Wells Fargo made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #148 holding.
Sweet Financial Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Wells Fargo position peaked at $482K in Q4 2023.
2,245 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.