EnRich Financial Partners’s Wells Fargo WFC Stock Holding History

EnRich Financial Partners’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	-327	Closed	-$18.5K	–	229
2024 Q3	$18.5K	Hold	327	–	–	0.01%	145
2024 Q2	$19.4K	Sell	327 -48	-13%	-$2.83K	0.01%	139
2024 Q1	$21.7K	Buy	+375	New	+$19.6K	0.01%	121

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

EnRich Financial Partners's WFC Position: Q4 2024 in Review

EnRich Financial Partners sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 327 shares — an estimated $18.5K sold.

EnRich Financial Partners first reported a position in WFC in Q1 2024 and held it in 3 quarters. The position peaked at $21.7K in Q1 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

EnRich Financial Partners reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
EnRich Financial Partners sold 327 Wells Fargo shares in Q4 2024, an estimated $18.5K.
EnRich Financial Partners first reported a position in Wells Fargo in Q1 2024 and held it in 3 quarters.
EnRich Financial Partners's Wells Fargo position peaked at $21.7K in Q1 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on EnRich Financial Partners's 13F filing for Q4 2024, filed 13 Feb 2025.