Traverso Chambers Private Wealth Management’s Wells Fargo WFC Stock Holding History

Traverso Chambers Private Wealth 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 Q4	$1.16M	Buy	23,504 +3	+0%	+$129	0.28%	47
2023 Q3	$960K	Buy	23,501 +2	+0%	+$86	0.26%	51
2023 Q2	$1M	Sell	23,499 -276	-1%	-$11.1K	0.26%	49
2023 Q1	$889K	Buy	23,775 +312	+1%	+$13.6K	0.24%	53
2022 Q4	$969K	Sell	23,463 -179	-0.8%	-$7.92K	0.28%	46
2022 Q3	$951K	Buy	23,642 +2	+0%	+$86	0.29%	47
2022 Q2	$926K	Buy	23,640 +6,095	+35%	+$267K	0.31%	46
2022 Q1	$850K	Buy	17,545 +211	+1%	+$11.3K	0.25%	53
2021 Q4	$832K	Buy	17,334 +2	+0%	+$98	0.25%	52
2021 Q3	$804K	Buy	17,332 +1	+0%	+$46	0.25%	51
2021 Q2	$785K	Sell	17,331 -127	-0.7%	-$5.67K	0.25%	51
2021 Q1	$682K	Buy	17,458 +4,001	+30%	+$142K	0.23%	56
2020 Q4	$406K	Sell	13,457 -449	-3%	-$11.6K	0.15%	69
2020 Q3	$327K	Sell	13,906 -100	-0.7%	-$2.46K	0.13%	73
2020 Q2	$359K	Buy	14,006 +256	+2%	+$7K	0.15%	66
2020 Q1	$395K	Buy	13,750 +4,312	+46%	+$183K	0.19%	60
2019 Q4	$508K	Sell	9,438 -715	-7%	-$37.4K	0.22%	57
2019 Q3	$512K	Buy	10,153 +715	+8%	+$33.7K	0.24%	53
2019 Q2	$446K	Sell	9,438 -658	-7%	-$30.8K	0.22%	57
2019 Q1	$488K	Hold	10,096	–	–	0.24%	56
2018 Q4	$465K	Buy	+10,096	New	+$517K	0.25%	50

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Traverso Chambers Private Wealth Management's WFC Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Wells Fargo (WFC) stake by 0.01% in Q4 2023, buying an estimated $129 and bringing the position to 23,504 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #47.

Traverso Chambers Private Wealth Management first reported a position in WFC in Q4 2018 and has held it in 21 quarters since. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Traverso Chambers Private Wealth Management held 23,504 shares of Wells Fargo worth $1.16M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 3 Wells Fargo shares in Q4 2023, an estimated $129.
Wells Fargo made up 0.28% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #47 holding.
Traverso Chambers Private Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 21 quarters since.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.