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TFO Wealth Partners’s Wells Fargo WFC Stock Holding History

TFO Wealth 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
Q2 		– Sell
-35
Closed -$2.03K – 743
2024
Q1 		$2.03K Hold
35
– – ﹤0.01% 117
2023
Q4 		$1.72K Sell
35
-1,245
-97% -$53.7K ﹤0.01% 145
2023
Q3 		$54.6K Buy
1,280
+20
+2% +$863 0.01% 87
2023
Q2 		$53.8K Buy
1,260
+1,225
+3,500% +$49.3K 0.01% 76
2023
Q1 		$1.31K Buy
35
+8
+30% +$349 ﹤0.01% 156
2022
Q4 		$1.28K Buy
+27
New +$1.2K ﹤0.01% 317
2022
Q3 		– Sell
-332
Closed -$13K – 498
2022
Q2 		$13K Buy
+332
New +$14.6K ﹤0.01% 112
2021
Q4 		– Sell
-1
Closed – – 200
2021
Q3 		$0 Buy
+1
New +$46 ﹤0.01% 188

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TFO Wealth Partners's WFC Position: Q2 2024 in Review

TFO Wealth Partners sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 35 shares — an estimated $2.03K sold.

TFO Wealth Partners first reported a position in WFC in Q3 2021 and held it in 8 quarters. The position peaked at $54.6K in Q3 2023. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • TFO Wealth Partners reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 35 Wells Fargo shares in Q2 2024, an estimated $2.03K.
  • TFO Wealth Partners first reported a position in Wells Fargo in Q3 2021 and held it in 8 quarters.
  • TFO Wealth Partners's Wells Fargo position peaked at $54.6K in Q3 2023.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.