Executive Wealth Management’s Wells Fargo WFC Stock Holding History

Executive Wealth Management’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	$226K	Buy	+3,211	New	+$219K	0.02%	244
2024 Q2	–	Sell	-3,981	Closed	-$229K	–	251
2024 Q1	$229K	Buy	+3,981	New	+$208K	0.02%	227
2019 Q3	–	Sell	-1,695	Closed	-$80K	–	802
2019 Q2	$80K	Buy	1,695 +611	+56%	+$28.6K	0.01%	236
2019 Q1	$52K	Sell	1,084 -1,782	-62%	-$87.6K	0.01%	266
2018 Q4	$132K	Buy	+2,866	New	+$147K	0.02%	171

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

Executive Wealth Management's WFC Position: Q4 2024 in Review

Executive Wealth Management opened a new position in Wells Fargo (WFC) in Q4 2024: 3,211 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in WFC as recently as Q1 2024.

Executive Wealth Management first reported a position in WFC in Q4 2018 and has held it in 5 quarters since. The position peaked at $229K in Q1 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Executive Wealth Management held 3,211 shares of Wells Fargo worth $226K as of Q4 2024.
Wells Fargo was a new Executive Wealth Management position in Q4 2024.
Wells Fargo made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #244 holding.
Executive Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 5 quarters since.
Executive Wealth Management's Wells Fargo position peaked at $229K in Q1 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.