TC
WFC icon

Telemus Capital’s Wells Fargo WFC Stock Holding History

Telemus Capital’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
Q4 		$222K Buy
+4,515
New +$195K 0.02% 308
2022
Q1 		– Sell
-4,176
Closed -$200K – 392
2021
Q4 		$200K Buy
+4,176
New +$206K 0.02% 361
2021
Q3 		– Sell
-6,305
Closed -$286K – 379
2021
Q2 		$286K Sell
6,305
-5,298
-46% -$237K 0.02% 292
2021
Q1 		$458K Buy
11,603
+965
+9% +$34.2K 0.03% 282
2020
Q4 		$321K Buy
10,638
+43
+0.4% +$1.11K 0.02% 308
2020
Q3 		$242K Buy
10,595
+13
+0.1% +$320 0.02% 395
2020
Q2 		$270K Sell
10,582
-1,109
-9% -$30.3K 0.02% 355
2020
Q1 		$309K Sell
11,691
-1,437
-11% -$61.1K 0.03% 307
2019
Q4 		$706K Buy
13,128
+1,435
+12% +$75.2K 0.05% 211
2019
Q3 		$590K Sell
11,693
-226
-2% -$10.6K 0.05% 228
2019
Q2 		$550K Sell
11,919
-1,783
-13% -$83.4K 0.05% 227
2019
Q1 		$662K Sell
13,702
-1,367
-9% -$67.2K 0.05% 239
2018
Q4 		$694K Sell
15,069
-1,789
-11% -$91.6K 0.06% 223
2018
Q3 		$886K Buy
16,858
+4,295
+34% +$245K 0.07% 217
2018
Q2 		$697K Sell
12,563
-38,453
-75% -$2.06M 0.05% 252
2018
Q1 		$2.67M Sell
51,016
-1,938
-4% -$115K 0.21% 94
2017
Q4 		$3.21M Buy
52,954
+39,851
+304% +$2.25M 0.25% 80
2017
Q3 		$723K Sell
13,103
-425
-3% -$22.6K 0.08% 166
2017
Q2 		$750K Sell
13,528
-17
-0.1% -$911 0.08% 183
2017
Q1 		$754K Buy
13,545
+941
+7% +$53.4K 0.08% 173
2016
Q4 		$695K Sell
12,604
-1,259
-9% -$63.3K 0.09% 165
2016
Q3 		$614K Sell
13,863
-5,210
-27% -$249K 0.07% 196
2016
Q2 		$903K Buy
19,073
+1,510
+9% +$73.6K 0.11% 154
2016
Q1 		$849K Buy
+17,563
New +$860K 0.14% 138
2013
Q4 		– Sell
-6,158
Closed -$254K – 153
2013
Q3 		$254K Buy
+6,158
New +$263K 0.08% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Telemus Capital's WFC Position: Q4 2023 in Review

Telemus Capital opened a new position in Wells Fargo (WFC) in Q4 2023: 4,515 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings. This is a return to the name: Telemus Capital previously reported a position in WFC as recently as Q4 2021.

Telemus Capital first reported a position in WFC in Q3 2013 and has held it in 25 quarters since. The position peaked at $3.21M in Q4 2017. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

  • Telemus Capital held 4,515 shares of Wells Fargo worth $222K as of Q4 2023.
  • Wells Fargo was a new Telemus Capital position in Q4 2023.
  • Wells Fargo made up 0.02% of Telemus Capital's portfolio in Q4 2023, its #308 holding.
  • Telemus Capital first reported a position in Wells Fargo in Q3 2013 and has held it in 25 quarters since.
  • Telemus Capital's Wells Fargo position peaked at $3.21M in Q4 2017.
  • 2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.