Win Advisors’s Wells Fargo WFC Stock Holding History

Win 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
2023 Q4	–	Sell	-5,096	Closed	-$208K	–	89
2023 Q3	$208K	Buy	+5,096	New	+$220K	0.1%	44

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Win Advisors's WFC Position: Q4 2023 in Review

Win Advisors sold out of Wells Fargo (WFC) in Q4 2023, closing a stake of 5,096 shares — an estimated $208K sold.

Win Advisors first reported a position in WFC in Q3 2023 and held it in 1 quarter. The position peaked at $208K in Q3 2023. 2,149 funds tracked by Wall St. Rank hold WFC as of Q4 2023.

Win Advisors reported no remaining Wells Fargo position as of Q4 2023 after selling out during the quarter.
Win Advisors sold 5,096 Wells Fargo shares in Q4 2023, an estimated $208K.
Win Advisors first reported a position in Wells Fargo in Q3 2023 and held it in 1 quarter.
Win Advisors's Wells Fargo position peaked at $208K in Q3 2023.
2,149 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.