Alaethes Wealth’s Wells Fargo WFC Stock Holding History

Alaethes Wealth’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 Q4	–	Sell	-5,363	Closed	-$303K	–	118
2024 Q3	$303K	Hold	5,363	–	–	0.11%	99
2024 Q2	$318K	Hold	5,363	–	–	0.13%	97
2024 Q1	$311K	Hold	5,363	–	–	0.14%	97
2023 Q4	$264K	Hold	5,363	–	–	0.12%	103
2023 Q3	$219K	Hold	5,363	–	–	0.12%	106
2023 Q2	$229K	Buy	+5,363	New	+$216K	0.13%	104
2023 Q1	–	Sell	-4,955	Closed	-$205K	–	112
2022 Q4	$205K	Sell	4,955 -17,595	-78%	-$779K	0.14%	101
2022 Q3	$907K	Hold	22,550	–	–	0.67%	66
2022 Q2	$883K	Buy	22,550 +190	+0.8%	+$8.34K	0.65%	70
2022 Q1	$1.08M	Hold	22,360	–	–	0.69%	58
2021 Q4	$1.07M	Hold	22,360	–	–	0.68%	63
2021 Q3	$1.04M	Hold	22,360	–	–	0.75%	52
2021 Q2	$1.01M	Hold	22,360	–	–	0.78%	50
2021 Q1	$874K	Buy	+22,360	New	+$792K	0.81%	46

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alaethes Wealth's WFC Position: Q4 2024 in Review

Alaethes Wealth sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 5,363 shares — an estimated $303K sold.

Alaethes Wealth first reported a position in WFC in Q1 2021 and held it in 14 quarters. The position peaked at $1.08M in Q1 2022. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Alaethes Wealth reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Alaethes Wealth sold 5,363 Wells Fargo shares in Q4 2024, an estimated $303K.
Alaethes Wealth first reported a position in Wells Fargo in Q1 2021 and held it in 14 quarters.
Alaethes Wealth's Wells Fargo position peaked at $1.08M in Q1 2022.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Alaethes Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.