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World Equity Group’s Wells Fargo WFC Stock Holding History

World Equity Group’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
Q2 		– Sell
-11,344
Closed -$657K – 328
2024
Q1 		$657K Buy
11,344
+328
+3% +$17.2K 0.14% 158
2023
Q4 		$542K Buy
11,016
+1,934
+21% +$83.5K 0.11% 184
2023
Q3 		$371K Buy
+9,082
New +$392K 0.08% 238
2023
Q2 		– Sell
-49,797
Closed -$2.71M – 570
2023
Q1 		$2.71M Buy
+49,797
New +$2.17M 0.4% 61
2022
Q2 		– Sell
-5,030
Closed -$244K – 404
2022
Q1 		$244K Buy
+5,030
New +$269K 0.05% 311

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

World Equity Group's WFC Position: Q2 2024 in Review

World Equity Group sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 11,344 shares — an estimated $657K sold.

World Equity Group first reported a position in WFC in Q1 2022 and held it in 5 quarters. The position peaked at $2.71M in Q1 2023. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • World Equity Group reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 11,344 Wells Fargo shares in Q2 2024, an estimated $657K.
  • World Equity Group first reported a position in Wells Fargo in Q1 2022 and held it in 5 quarters.
  • World Equity Group's Wells Fargo position peaked at $2.71M in Q1 2023.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.