Widmann Financial Services’s Wells Fargo WFC Stock Holding History

Widmann Financial Services’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	-1,703	Closed	-$101K	–	135
2024 Q2	$101K	Buy	+1,703	New	+$101K	0.08%	131
2022 Q1	–	Sell	-1,603	Closed	-$76K	–	460
2021 Q4	$76K	Buy	+1,603	New	+$78.9K	0.06%	141

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

Widmann Financial Services's WFC Position: Q3 2024 in Review

Widmann Financial Services sold out of Wells Fargo (WFC) in Q3 2024, closing a stake of 1,703 shares — an estimated $101K sold.

Widmann Financial Services first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $101K in Q2 2024. 2,239 funds tracked by Wall St. Rank hold WFC as of Q3 2024.

Widmann Financial Services reported no remaining Wells Fargo position as of Q3 2024 after selling out during the quarter.
Widmann Financial Services sold 1,703 Wells Fargo shares in Q3 2024, an estimated $101K.
Widmann Financial Services first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
Widmann Financial Services's Wells Fargo position peaked at $101K in Q2 2024.
2,239 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2024.

Based on Widmann Financial Services's 13F filing for Q3 2024, filed 14 Nov 2024.