Financial Partners Group (Tennessee)’s Wells Fargo WFC Stock Holding History

Financial Partners Group (Tennessee)’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	-16,011	Closed	-$904K	–	102
2024 Q3	$904K	Buy	16,011 +1,502	+10%	+$84.9K	0.34%	62
2024 Q2	$862K	Sell	14,509 -3,423	-19%	-$202K	0.33%	61
2024 Q1	$1.04M	Sell	17,932 -487	-3%	-$25.5K	0.4%	59
2023 Q4	$907K	Buy	18,419 +400	+2%	+$17.3K	0.41%	53
2023 Q3	$736K	Buy	+18,019	New	+$778K	0.35%	54

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

Financial Partners Group (Tennessee)'s WFC Position: Q4 2024 in Review

Financial Partners Group (Tennessee) sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 16,011 shares — an estimated $904K sold.

Financial Partners Group (Tennessee) first reported a position in WFC in Q3 2023 and held it in 5 quarters. The position peaked at $1.04M in Q1 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Financial Partners Group (Tennessee) reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 16,011 Wells Fargo shares in Q4 2024, an estimated $904K.
Financial Partners Group (Tennessee) first reported a position in Wells Fargo in Q3 2023 and held it in 5 quarters.
Financial Partners Group (Tennessee)'s Wells Fargo position peaked at $1.04M in Q1 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q4 2024, filed 21 Jan 2025.