Investments: WFA Asset Management Corp

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
176.636.326 $+5.913.866 $170.768.662 $-15.817.270 $189.159.355 $+189.159.355 $
BANK OF AMERICA CORP /DE/BAC130.238.046 $+2.775.579 $127.462.467 $-19.326.825 $146.789.292 $+146.789.292 $
MORGAN STANLEYMS15.342.656 $+2.210.473 $13.132.183 $+5.080.349 $8.051.834 $+8.051.834 $
APPFOLIO INCAPPF7.959.408 $+649.284 $7.310.124 $+1.011.649 $6.298.475 $+6.298.475 $
BlackRock, Inc.BLK6.727.505 $-73.965 $6.801.470 $-1.040.178 $7.841.648 $+7.841.648 $
AT&T INC.T3.214.564 $+286.588 $2.927.976 $-590.520 $3.518.496 $+3.518.496 $
CITIGROUP INCC1.983.135 $-61.724 $2.044.859 $-572.573 $2.617.432 $+2.617.432 $
3M COMMM2.482.754 $+2.482.754 $
AMAZON COM INCAMZN1.557.719 $+5.921 $1.551.798 $+47.428 $1.504.370 $+1.504.370 $
AbbVie Inc.ABBV1.382.909 $+191.191 $1.191.718 $-61.881 $1.253.599 $+1.253.599 $
VERIZON COMMUNICATIONS INCVZ1.100.613 $+132.363 $968.250 $+6.724 $961.526 $+961.526 $
CHEVRON CORPCVX802.440 $-40.009 $842.449 $+1.475 $840.974 $+840.974 $
FEDEX CORPFDX663.131 $-60.007 $723.138 $+27.533 $695.605 $+695.605 $
PROCTER & GAMBLE CoPG643.928 $+34.443 $609.485 $+13.482 $596.003 $+596.003 $
TARGET CORPTGT272.260 $-110.779 $383.039 $-187.922 $570.961 $+570.961 $
ALPHA PRO TECH LTDAPT408.304 $-62.693 $470.997 $+19.722 $451.275 $+451.275 $
MICROSOFT CORPMSFT412.240 $-40.696 $452.936 $+25.554 $427.382 $+427.382 $
NVIDIA CORPNVDA360.494 $+33.299 $327.195 $+189.098 $138.097 $+138.097 $
FORD MOTOR COF294.672 $-27.509 $322.181 $-20.536 $342.717 $+342.717 $
PEPSICO INCPEP295.639 $-28.935 $324.574 $-15.068 $339.642 $+339.642 $
GENTEX CORPGNTX267.154 $-35.132 $302.286 $-20.457 $322.743 $+322.743 $
MCDONALDS CORPMCD321.668 $+44.933 $276.735 $-28.649 $305.384 $+305.384 $
GENERAL ELECTRIC COGE277.632 $+43.984 $233.648 $-86.765 $320.413 $+320.413 $
EXXON MOBIL CORPXOM257.861 $-53.177 $311.038 $-993 $312.031 $+312.031 $
JPMORGAN CHASE & COJPM223.128 $+10.235 $212.893 $-30.749 $243.642 $+243.642 $
Walmart Inc.WMT170.542 $+27.922 $142.620 $+16.726 $125.894 $+125.894 $
CVS HEALTH CorpCVS101.858 $+3.554 $98.304 $-57.230 $155.534 $+155.534 $
DOVER CorpDOV136.562 $+8.395 $128.167 $+2.677 $125.490 $+125.490 $
UNITEDHEALTH GROUP INCUNH109.089 $+14.418 $94.671 $-36.475 $131.146 $+131.146 $
FISERV INCFISV127.911 $+21.794 $106.117 $-7.675 $113.792 $+113.792 $
INTEL CORPINTC56.080 $-17.513 $73.593 $-44.190 $117.783 $+117.783 $
LAM RESEARCH CORPLRCX71.187 $-21.535 $92.722 $+8.296 $84.426 $+84.426 $
BP PLCBP69.955 $-8.402 $78.357 $-2.498 $80.855 $+80.855 $
CSX CORPCSX69.080 $-1.584 $70.664 $-7.354 $78.018 $+78.018 $
XCEL ENERGY INCXEL13.368 $+2.539 $10.829 $-49.970 $60.799 $+60.799 $
ATI INCATI53.528 $+9.168 $44.360 $+3.424 $40.936 $+40.936 $
BOEING COBA15.965 $-12.247 $28.212 $-23.124 $51.336 $+51.336 $
DTE ENERGY CODTE46.082 $+6.599 $39.483 $-20 $39.503 $+39.503 $
NATIONAL GRID PLCNGG43.977 $+9.225 $34.752 $-6.987 $41.739 $+41.739 $
AMERICAN EXPRESS COAXP43.941 $+6.536 $37.405 $+729 $36.676 $+36.676 $
MANULIFE FINANCIAL CORPMFC42.375 $+4.201 $38.174 $+2.338 $35.836 $+35.836 $
PFIZER INCPFE5.591 $+264 $5.327 $-36.795 $42.122 $+42.122 $
Duke Energy CORPDUK39.955 $+5.390 $34.565 $+1.398 $33.167 $+33.167 $
COLGATE PALMOLIVE COCL37.531 $+2.619 $34.912 $+2.686 $32.226 $+32.226 $
COCA COLA COKO35.823 $+4.224 $31.599 $+1.357 $30.242 $+30.242 $
SCHWAB CHARLES CORPSCHW33.117 $+33.117 $
KROGER COKR31.506 $+4.216 $27.290 $-3.762 $31.052 $+31.052 $
BHP Group LtdBHP31.153 $+31.153 $
GSK plcGSK30.240 $+2.035 $28.205 $-2.893 $31.098 $+31.098 $
Mastercard IncMA31.057 $+3.351 $27.706 $-2.494 $30.200 $+30.200 $
Trane Technologies plcTT28.767 $+4.426 $24.341 $+2.126 $22.215 $+22.215 $
Hewlett Packard Enterprise CoHPE26.349 $-786 $27.135 $+4.537 $22.598 $+22.598 $
NOVARTIS AGNVS26.800 $+1.994 $24.806 $+2.267 $22.539 $+22.539 $
MGIC INVESTMENT CORPMTG25.600 $+4.050 $21.550 $-810 $22.360 $+22.360 $
ALBEMARLE CORPALB24.636 $+24.636 $
JOHNSON & JOHNSONJNJ21.947 $-1.607 $23.554 $+23.554 $
AMGEN INCAMGN22.722 $+840 $21.882 $+2.115 $19.767 $+19.767 $
EXACT SCIENCES CORPEXAS15.327 $+5.820 $9.507 $-12.938 $22.445 $+22.445 $
SOUTHERN COSO20.922 $+2.925 $17.997 $+1.353 $16.644 $+16.644 $
Walt Disney CoDIS10.282 $-6.236 $16.518 $-3.838 $20.356 $+20.356 $
Canopy Growth CorpCGC10.836 $-3.696 $14.532 $-4.912 $19.444 $+19.444 $
HALLIBURTON COHAL13.698 $-2.208 $15.906 $+15.906 $
REGIONS FINANCIAL CORPRF6.999 $+987 $6.012 $-6.612 $12.624 $+12.624 $
HP INCHPQ10.761 $+255 $10.506 $+1.440 $9.066 $+9.066 $
NEXTERA ENERGY INCNEE10.567 $+1.715 $8.852 $+863 $7.989 $+7.989 $
AMEREN CORPAEE9.399 $+1.815 $7.584 $-160 $7.744 $+7.744 $
Synchrony FinancialSYF6.585 $+355 $6.230 $+538 $5.692 $+5.692 $
ADVANCED MICRO DEVICES INCAMD4.923 $+56 $4.867 $-548 $5.415 $+5.415 $
NETFLIX INCNFLX5.400 $+5.400 $
Medtronic plcMDT3.936 $-422 $4.358 $+4.358 $
KOHLS CorpKSS3.140 $-198 $3.338 $-731 $4.069 $+4.069 $
MASIMO CORPMASI1.763 $+1.763 $
Kraft Heinz CoKHC1.405 $+116 $1.289 $-187 $1.476 $+1.476 $
LOCKHEED MARTIN CORPLMT1.319 $+270 $1.049 $+41 $1.008 $+1.008 $
RTX CorpRTX1.085 $+190 $895 $+31 $864 $+864 $
Viatris IncVTRS581 $+49 $532 $-507 $1.039 $+1.039 $
BARCLAYS BANK PLCATMP743 $-139 $882 $+882 $
Sony Group CorpSONY773 $+93 $680 $-6 $686 $+686 $
PLUG POWER INCPLUG507 $-15 $522 $-249 $771 $+771 $
DXC Technology CoDXC478 $-53 $531 $+531 $
ACCURAY INCARAY326 $-4 $330 $-118 $448 $+448 $
AURORA CANNABIS INCACB42 $+9 $33 $+2 $31 $+31 $
176.636.326 $+5.913.866 $170.768.662 $-15.817.270 $189.159.355 $+189.159.355 $
Erweiterte Einstellungen ×