Waypoint Capital Advisors’s Wells Fargo WFC Stock Holding History

Waypoint Capital Advisors’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	$261K	Sell	4,619 -214	-4%	-$12.1K	0.06%	113
2024 Q2	$287K	Buy	4,833 +398	+9%	+$23.5K	0.07%	107
2024 Q1	$257K	Buy	4,435 +148	+3%	+$7.74K	0.07%	106
2023 Q4	$211K	Buy	+4,287	New	+$185K	0.06%	114
2022 Q2	–	Sell	-4,321	Closed	-$209K	–	139
2022 Q1	$209K	Buy	4,321 +88	+2%	+$4.71K	0.12%	110
2021 Q4	$203K	Buy	+4,233	New	+$208K	0.14%	93

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Norges Bank Oslo, Norway $935B AUM

Waypoint Capital Advisors's WFC Position: Q3 2024 in Review

Waypoint Capital Advisors reduced its Wells Fargo (WFC) stake by 4.4% in Q3 2024, selling an estimated $12.1K and leaving 4,619 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #113.

Waypoint Capital Advisors first reported a position in WFC in Q4 2021 and has held it in 6 quarters since. The position peaked at $287K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Waypoint Capital Advisors held 4,619 shares of Wells Fargo worth $261K as of Q3 2024.
Waypoint Capital Advisors sold 214 Wells Fargo shares in Q3 2024, an estimated $12.1K.
Wells Fargo made up 0.06% of Waypoint Capital Advisors's portfolio in Q3 2024, its #113 holding.
Waypoint Capital Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 6 quarters since.
Waypoint Capital Advisors's Wells Fargo position peaked at $287K in Q2 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.