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Wagner Wealth Management (South Carolina)’s Wells Fargo WFC Stock Holding History

Wagner Wealth Management (South Carolina)’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
-6,715
Closed -$399K – 270
2024
Q2 		$399K Sell
6,715
-15
-0.2% -$886 0.12% 81
2024
Q1 		$390K Sell
6,730
-547
-8% -$28.6K 0.12% 83
2023
Q4 		$358K Sell
7,277
-42
-0.6% -$1.81K 0.12% 88
2023
Q3 		$299K Sell
7,319
-6
-0.1% -$259 0.11% 89
2023
Q2 		$313K Buy
7,325
+24
+0.3% +$966 0.12% 86
2023
Q1 		$273K Buy
7,301
+586
+9% +$25.5K 0.12% 96
2022
Q4 		$277K Buy
6,715
+489
+8% +$21.6K 0.17% 91
2022
Q3 		$250K Sell
6,226
-55
-0.9% -$2.36K 0.19% 89
2022
Q2 		$246K Sell
6,281
-87
-1% -$3.82K 0.2% 89
2022
Q1 		$309K Buy
6,368
+1,831
+40% +$98K 0.22% 96
2021
Q4 		$218K Buy
4,537
+53
+1% +$2.61K 0.17% 116
2021
Q3 		$229K Sell
4,484
-933
-17% -$43.2K 0.18% 111
2021
Q2 		$245K Buy
5,417
+1,680
+45% +$75K 0.18% 106
2021
Q1 		$146K Buy
+3,737
New +$132K 0.11% 142
2018
Q3 		$311K Buy
5,909
+99
+2% +$5.65K 0.21% 93
2018
Q2 		$322K Buy
5,810
+600
+12% +$32.1K 0.23% 86
2018
Q1 		$273K Buy
5,210
+2
+0% +$119 0.21% 92
2017
Q4 		$328K Buy
+5,208
New +$294K 0.25% 82

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wagner Wealth Management (South Carolina)'s WFC Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 6,715 shares — an estimated $399K sold.

Wagner Wealth Management (South Carolina) first reported a position in WFC in Q4 2017 and held it in 18 quarters. The position peaked at $399K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 6,715 Wells Fargo shares in Q3 2024, an estimated $399K.
  • Wagner Wealth Management (South Carolina) first reported a position in Wells Fargo in Q4 2017 and held it in 18 quarters.
  • Wagner Wealth Management (South Carolina)'s Wells Fargo position peaked at $399K in Q2 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.