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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

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

Norges Bank Oslo, Norway $935B AUM