Avitas Wealth Management’s Wells Fargo WFC Stock Holding History

Avitas Wealth Management’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	$3.24M	Buy	46,138 +300	+0.7%	+$20.5K	0.45%	55
2024 Q3	$2.59M	Buy	45,838 +596	+1%	+$33.7K	0.36%	70
2024 Q2	$2.69M	Buy	45,242 +65	+0.1%	+$3.84K	0.39%	64
2024 Q1	$2.62M	Buy	+45,177	New	+$2.36M	0.4%	65
2018 Q3	–	Sell	-64,715	Closed	-$3.59M	–	164
2018 Q2	$3.59M	Buy	+64,715	New	+$3.47M	1.12%	21

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

Avitas Wealth Management's WFC Position: Q4 2024 in Review

Avitas Wealth Management increased its Wells Fargo (WFC) stake by 0.65% in Q4 2024, buying an estimated $20.5K and bringing the position to 46,138 shares worth $3.24M. The position accounts for 0.45% of the portfolio, ranked #55.

Avitas Wealth Management first reported a position in WFC in Q2 2018 and has held it in 5 quarters since. The position peaked at $3.59M in Q2 2018. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Avitas Wealth Management held 46,138 shares of Wells Fargo worth $3.24M as of Q4 2024.
Avitas Wealth Management bought 300 Wells Fargo shares in Q4 2024, an estimated $20.5K.
Wells Fargo made up 0.45% of Avitas Wealth Management's portfolio in Q4 2024, its #55 holding.
Avitas Wealth Management first reported a position in Wells Fargo in Q2 2018 and has held it in 5 quarters since.
Avitas Wealth Management's Wells Fargo position peaked at $3.59M in Q2 2018.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.