Angeles Investment Advisors’s Wells Fargo WFC Stock Holding History

Angeles Investment 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
2025 Q1	–	Sell	-3,250	Closed	-$228K	–	195
2024 Q4	$228K	Buy	+3,250	New	+$222K	0.01%	171
2024 Q2	–	Sell	-5,962	Closed	-$346K	–	246
2024 Q1	$346K	Buy	5,962 +620	+12%	+$32.4K	0.02%	155
2023 Q4	$263K	Buy	5,342 +321	+6%	+$13.9K	0.02%	165
2023 Q3	$205K	Sell	5,021 -962	-16%	-$41.5K	0.02%	173
2023 Q2	$255K	Sell	5,983 -827	-12%	-$33.3K	0.02%	130
2023 Q1	$255K	Buy	+6,810	New	+$297K	0.02%	123
2020 Q1	–	Sell	-5,338	Closed	-$287K	–	107
2019 Q4	$287K	Buy	5,338 +495	+10%	+$25.9K	0.06%	66
2019 Q3	$244K	Buy	+4,843	New	+$228K	0.05%	66
2019 Q2	–	Sell	-4,727	Closed	-$228K	–	71
2019 Q1	$228K	Buy	+4,727	New	+$232K	0.22%	42

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Angeles Investment Advisors's WFC Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 3,250 shares — an estimated $228K sold.

Angeles Investment Advisors first reported a position in WFC in Q1 2019 and held it in 9 quarters. The position peaked at $346K in Q1 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Angeles Investment Advisors reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 3,250 Wells Fargo shares in Q1 2025, an estimated $228K.
Angeles Investment Advisors first reported a position in Wells Fargo in Q1 2019 and held it in 9 quarters.
Angeles Investment Advisors's Wells Fargo position peaked at $346K in Q1 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.