Cyrus J. Lawrence’s Wells Fargo WFC Stock Holding History

Cyrus J. Lawrence’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	-945	Closed	-$66K	–	171
2024 Q4	$66K	Sell	945 -167	-15%	-$11.4K	0.01%	108
2024 Q3	$62K	Buy	1,112 +212	+24%	+$12K	0.01%	111
2024 Q2	$53K	Hold	900	–	–	0.01%	108
2024 Q1	$52K	Buy	+900	New	+$47.1K	0.01%	110
2023 Q3	$36K	Hold	900	–	–	0.01%	108
2023 Q2	$38	Hold	900	–	–	0.01%	112
2023 Q1	$34K	Hold	900	–	–	0.01%	115
2022 Q4	$37K	Hold	900	–	–	0.01%	134
2022 Q3	$36K	Hold	900	–	–	0.01%	129
2022 Q2	$35K	Sell	900 -200	-18%	-$8.78K	0.01%	168
2022 Q1	$53K	Buy	+1,100	New	+$58.9K	0.01%	147

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

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