Coyle Financial Counsel’s Wells Fargo WFC Stock Holding History

Coyle Financial Counsel’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	-4,038	Closed	-$240K	–	77
2024 Q3	$240K	Hold	4,038	–	–	0.08%	63
2024 Q2	$234K	Hold	4,038	–	–	0.08%	61
2024 Q1	$234K	Buy	+4,038	New	+$211K	0.08%	61
2018 Q3	–	Sell	-100	Closed	-$6K	–	303
2018 Q2	$6K	Sell	100 -1,678	-94%	-$89.9K	0.01%	166
2018 Q1	$101K	Buy	+1,778	New	+$106K	0.1%	47

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

Coyle Financial Counsel's WFC Position: Q4 2024 in Review

Coyle Financial Counsel sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 4,038 shares — an estimated $240K sold.

Coyle Financial Counsel first reported a position in WFC in Q1 2018 and held it in 5 quarters. The position peaked at $240K in Q3 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Coyle Financial Counsel reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Coyle Financial Counsel sold 4,038 Wells Fargo shares in Q4 2024, an estimated $240K.
Coyle Financial Counsel first reported a position in Wells Fargo in Q1 2018 and held it in 5 quarters.
Coyle Financial Counsel's Wells Fargo position peaked at $240K in Q3 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Coyle Financial Counsel's 13F filing for Q4 2024, filed 4 Feb 2025.