TAIM
WFC icon

TD Ameritrade Investment Management’s Wells Fargo WFC Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-6,662
Closed -$284K – 512
2023
Q2 		$284K Sell
6,662
-845
-11% -$34K ﹤0.01% 140
2023
Q1 		$281K Sell
7,507
-2,249
-23% -$98K ﹤0.01% 151
2022
Q4 		$403K Buy
9,756
+8,310
+575% +$368K ﹤0.01% 145
2022
Q3 		$58K Sell
1,446
-1,734
-55% -$74.5K ﹤0.01% 272
2022
Q2 		$125K Buy
3,180
+167
+6% +$7.33K ﹤0.01% 247
2022
Q1 		$146K Buy
3,013
+1,859
+161% +$99.5K ﹤0.01% 258
2021
Q4 		$55K Buy
1,154
+121
+12% +$5.96K ﹤0.01% 341
2021
Q3 		$24K Sell
1,033
-278
-21% -$12.9K ﹤0.01% 376
2021
Q2 		$59K Sell
1,311
-77
-6% -$3.44K ﹤0.01% 325
2021
Q1 		$42K Hold
1,388
– – ﹤0.01% 347
2020
Q4 		$42K Buy
1,388
+355
+34% +$9.19K ﹤0.01% 347
2020
Q3 		$24K Buy
1,033
+407
+65% +$10K ﹤0.01% 376
2020
Q2 		$16K Sell
626
-21,076
-97% -$577K ﹤0.01% 393
2020
Q1 		$623K Sell
21,702
-3,577
-14% -$152K 0.01% 146
2019
Q4 		$1.36M Buy
25,279
+8,898
+54% +$466K 0.01% 115
2019
Q3 		$826K Buy
16,381
+2,581
+19% +$122K 0.01% 134
2019
Q2 		$653K Buy
13,800
+3,807
+38% +$178K 0.01% 137
2019
Q1 		$483K Buy
9,993
+1,786
+22% +$87.8K ﹤0.01% 139
2018
Q4 		$378K Buy
8,207
+3,809
+87% +$195K ﹤0.01% 126
2018
Q3 		$231K Buy
4,398
+4,098
+1,366% +$234K ﹤0.01% 134
2018
Q2 		$17K Buy
+300
New +$16.1K ﹤0.01% 205

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

TD Ameritrade Investment Management's WFC Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 6,662 shares — an estimated $284K sold.

TD Ameritrade Investment Management first reported a position in WFC in Q2 2018 and held it in 21 quarters. The position peaked at $1.36M in Q4 2019. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 6,662 Wells Fargo shares in Q3 2023, an estimated $284K.
  • TD Ameritrade Investment Management first reported a position in Wells Fargo in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Wells Fargo position peaked at $1.36M in Q4 2019.
  • 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.