Claris Advisors’s Wells Fargo WFC Stock Holding History

Claris 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
2024 Q4	–	Sell	-424	Closed	-$24K	–	1161
2024 Q3	$24K	Buy	+424	New	+$24K	0.01%	174
2023 Q1	–	Sell	-20,405	Closed	-$843K	–	53
2022 Q4	$843K	Buy	20,405 +104	+0.5%	+$4.6K	0.8%	15
2022 Q3	$817K	Sell	20,301 -3,771	-16%	-$162K	0.94%	11
2022 Q2	$943K	Sell	24,072 -8	-0%	-$351	1.02%	11
2022 Q1	$1.17M	Sell	24,080 -7,292	-23%	-$390K	1.24%	10
2021 Q4	$1.5M	Buy	+31,372	New	+$1.54M	1.59%	10

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

Claris Advisors's WFC Position: Q4 2024 in Review

Claris Advisors sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 424 shares — an estimated $24K sold.

Claris Advisors first reported a position in WFC in Q4 2021 and held it in 6 quarters. The position peaked at $1.5M in Q4 2021. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Claris Advisors reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 424 Wells Fargo shares in Q4 2024, an estimated $24K.
Claris Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 6 quarters.
Claris Advisors's Wells Fargo position peaked at $1.5M in Q4 2021.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.