Cassady Schiller Wealth Management’s Wells Fargo WFC Stock Holding History

Cassady Schiller 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	$21.6K	Buy	308 +229	+290%	+$15.6K	0.01%	274
2024 Q3	$4.46K	Hold	79	–	–	﹤0.01%	354
2024 Q2	$4.69K	Hold	79	–	–	﹤0.01%	350
2024 Q1	$4.58K	Hold	79	–	–	﹤0.01%	377
2023 Q4	$3.89K	Hold	79	–	–	﹤0.01%	370
2023 Q3	$3.23K	Hold	79	–	–	﹤0.01%	393
2023 Q2	$3.37K	Hold	79	–	–	﹤0.01%	404
2023 Q1	$2.95K	Hold	79	–	–	﹤0.01%	386
2022 Q4	$3.26K	Buy	+79	New	+$3.5K	﹤0.01%	393
2022 Q1	–	Sell	-175	Closed	-$8K	–	603
2021 Q4	$8K	Buy	+175	New	+$8.62K	﹤0.01%	335

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

Cassady Schiller Wealth Management's WFC Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Wells Fargo (WFC) stake by 290% in Q4 2024, buying an estimated $15.6K and bringing the position to 308 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Cassady Schiller Wealth Management first reported a position in WFC in Q4 2021 and has held it in 10 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Cassady Schiller Wealth Management held 308 shares of Wells Fargo worth $21.6K as of Q4 2024.
Cassady Schiller Wealth Management bought 229 Wells Fargo shares in Q4 2024, an estimated $15.6K.
Wells Fargo made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #274 holding.
Cassady Schiller Wealth Management first reported a position in Wells Fargo in Q4 2021 and has held it in 10 quarters since.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.