Dougherty Wealth Advisers’s Wells Fargo WFC Stock Holding History

Dougherty Wealth Advisers’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	-299	Closed	-$16.9K	–	113
2024 Q3	$16.9K	Hold	299	–	–	0.01%	97
2024 Q2	$17.8K	Hold	299	–	–	0.02%	99
2024 Q1	$17.3K	Hold	299	–	–	0.02%	99
2023 Q4	$14.7K	Sell	299 -236	-44%	-$10.2K	0.01%	114
2023 Q3	$21.9K	Hold	535	–	–	0.03%	104
2023 Q2	$22.8K	Hold	535	–	–	0.03%	105
2023 Q1	$20K	Hold	535	–	–	0.03%	112
2022 Q4	$22.1K	Sell	535 -429	-45%	-$19K	0.04%	110
2022 Q3	$39K	Sell	964 -225	-19%	-$9.67K	0.08%	87
2022 Q2	$47K	Hold	1,189	–	–	0.09%	84
2022 Q1	$58K	Hold	1,189	–	–	0.09%	84
2021 Q4	$57K	Sell	1,189 -123	-9%	-$6.06K	0.08%	93
2021 Q3	$61K	Sell	1,312 -75	-5%	-$3.47K	0.09%	91
2021 Q2	$63K	Hold	1,387	–	–	0.09%	89
2021 Q1	$54K	Hold	1,387	–	–	0.08%	93
2020 Q4	$42K	Sell	1,387 -400	-22%	-$10.4K	0.07%	111
2020 Q3	$42K	Sell	1,787 -3,248	-65%	-$80K	0.14%	108
2020 Q2	$129K	Hold	5,035	–	–	0.47%	43
2020 Q1	$145K	Hold	5,035	–	–	0.58%	39
2019 Q4	$271K	Sell	5,035 -185	-4%	-$9.69K	0.83%	28
2019 Q3	$263K	Sell	5,220 -2,204	-30%	-$104K	0.87%	27
2019 Q2	$351K	Hold	7,424	–	–	0.99%	23
2019 Q1	$359K	Hold	7,424	–	–	1.22%	18
2018 Q4	$357K	Buy	+7,424	New	+$380K	1.18%	19

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

Dougherty Wealth Advisers's WFC Position: Q4 2024 in Review

Dougherty Wealth Advisers sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 299 shares — an estimated $16.9K sold.

Dougherty Wealth Advisers first reported a position in WFC in Q4 2018 and held it in 24 quarters. The position peaked at $359K in Q1 2019. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Dougherty Wealth Advisers reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Dougherty Wealth Advisers sold 299 Wells Fargo shares in Q4 2024, an estimated $16.9K.
Dougherty Wealth Advisers first reported a position in Wells Fargo in Q4 2018 and held it in 24 quarters.
Dougherty Wealth Advisers's Wells Fargo position peaked at $359K in Q1 2019.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Dougherty Wealth Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.