Wells Fargo’s Jewett-Cameron Trading JCTC Stock Holding History

Wells Fargo’s Portfolio JCTC Stock Details JCTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-27	Closed	-$144	–	7567
2024 Q1	$144	Hold	27	–	–	﹤0.01%	6575
2023 Q4	$147	Buy	27 +1	+4%	+$5	﹤0.01%	6675
2023 Q3	$121	Buy	26 +1	+4%	+$5	﹤0.01%	6718
2023 Q2	$110	Buy	25 +1	+4%	+$5	﹤0.01%	6849
2023 Q1	$135	Hold	24	–	–	﹤0.01%	6872
2022 Q4	$137	Buy	24 +1	+4%	+$5	﹤0.01%	6727
2022 Q3	$0	Buy	23 +3	+15%	+$19	﹤0.01%	7530
2022 Q2	$0	Buy	20 +2	+11%	+$14	﹤0.01%	7653
2022 Q1	$0	Hold	18	–	–	﹤0.01%	7984
2021 Q4	$0	Hold	18	–	–	﹤0.01%	7935
2021 Q3	$0	Buy	18 +12	+200%	+$132	﹤0.01%	7637
2021 Q2	$0	Hold	6	–	–	﹤0.01%	7572
2021 Q1	$0	Hold	6	–	–	﹤0.01%	7498
2020 Q4	$0	Hold	6	–	–	﹤0.01%	7132
2020 Q3	$0	Sell	6 -8	-57%	-$59	﹤0.01%	7027
2020 Q2	$0	Hold	14	–	–	﹤0.01%	6939
2020 Q1	$0	Buy	+14	New	+$99	﹤0.01%	6928

Other funds holding JCTC

Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return

Wells Fargo's JCTC Position: Q2 2024 in Review

Wells Fargo sold out of Jewett-Cameron Trading (JCTC) in Q2 2024, closing a stake of 27 shares — an estimated $144 sold.

Wells Fargo first reported a position in JCTC in Q1 2020 and held it in 17 quarters. The position peaked at $147 in Q4 2023. 14 funds tracked by Wall St. Rank hold JCTC as of Q2 2024.

Wells Fargo reported no remaining Jewett-Cameron Trading position as of Q2 2024 after selling out during the quarter.
Wells Fargo sold 27 Jewett-Cameron Trading shares in Q2 2024, an estimated $144.
Wells Fargo first reported a position in Jewett-Cameron Trading in Q1 2020 and held it in 17 quarters.
Wells Fargo's Jewett-Cameron Trading position peaked at $147 in Q4 2023.
14 funds tracked by Wall St. Rank held Jewett-Cameron Trading as of Q2 2024.

Based on Wells Fargo's 13F filing for Q2 2024, filed 13 Aug 2024.