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Wetzel Investment Advisors’s Wells Fargo WFC Stock Holding History

Wetzel Investment 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 		– Sell
-660
Closed -$38.3K – 890
2024
Q2 		$38.3K Hold
660
– – 0.02% 272
2024
Q1 		$38.8K Hold
660
– – 0.02% 282
2023
Q4 		$32K Buy
+660
New +$28.5K 0.02% 309

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

Wetzel Investment Advisors's WFC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 660 shares — an estimated $38.3K sold.

Wetzel Investment Advisors first reported a position in WFC in Q4 2023 and held it in 3 quarters. The position peaked at $38.8K in Q1 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 660 Wells Fargo shares in Q3 2024, an estimated $38.3K.
  • Wetzel Investment Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Wells Fargo position peaked at $38.8K in Q1 2024.
  • 2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.