SYSTM Wealth Solutions’s Wells Fargo WFC Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-4,874	Closed	-$289K	–	632
2024 Q2	$289K	Sell	4,874 -26,859	-85%	-$1.59M	0.06%	174
2024 Q1	$1.84M	Sell	31,733 -918	-3%	-$48K	0.23%	127
2023 Q4	$1.61M	Sell	32,651 -1,617	-5%	-$69.8K	0.22%	133
2023 Q3	$1.4M	Sell	34,268 -4,433	-11%	-$191K	0.22%	131
2023 Q2	$1.65M	Buy	38,701 +3,005	+8%	+$121K	0.22%	124
2023 Q1	$1.33M	Sell	35,696 -18,533	-34%	-$808K	0.21%	132
2022 Q4	$2.24M	Buy	+54,229	New	+$2.4M	0.28%	100

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SYSTM Wealth Solutions's WFC Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 4,874 shares — an estimated $289K sold.

SYSTM Wealth Solutions first reported a position in WFC in Q4 2022 and held it in 7 quarters. The position peaked at $2.24M in Q4 2022. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 4,874 Wells Fargo shares in Q3 2024, an estimated $289K.
SYSTM Wealth Solutions first reported a position in Wells Fargo in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Wells Fargo position peaked at $2.24M in Q4 2022.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.