Encompass Wealth Advisors’s Wells Fargo WFC Stock Holding History

Encompass Wealth 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	-4,069	Closed	-$230K	–	135
2024 Q3	$230K	Buy	4,069 +9	+0.2%	+$509	0.06%	216
2024 Q2	$241K	Buy	4,060 +7	+0.2%	+$413	0.06%	205
2024 Q1	$235K	Sell	4,053 -924	-19%	-$48.3K	0.06%	217
2023 Q4	$245K	Buy	+4,977	New	+$215K	0.07%	185
2023 Q3	–	Sell	-4,957	Closed	-$212K	–	295
2023 Q2	$212K	Buy	+4,957	New	+$200K	0.07%	196
2023 Q1	–	Sell	-5,915	Closed	-$244K	–	285
2022 Q4	$244K	Buy	5,915 +8	+0.1%	+$354	0.09%	172
2022 Q3	$238K	Buy	+5,907	New	+$254K	0.09%	169

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

Encompass Wealth Advisors's WFC Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 4,069 shares — an estimated $230K sold.

Encompass Wealth Advisors first reported a position in WFC in Q3 2022 and held it in 7 quarters. The position peaked at $245K in Q4 2023. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Encompass Wealth Advisors reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 4,069 Wells Fargo shares in Q4 2024, an estimated $230K.
Encompass Wealth Advisors first reported a position in Wells Fargo in Q3 2022 and held it in 7 quarters.
Encompass Wealth Advisors's Wells Fargo position peaked at $245K in Q4 2023.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.