FLP Wealth Management’s Wells Fargo WFC Stock Holding History

FLP 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
2025 Q1	–	Sell	-145	Closed	-$10.2K	–	458
2024 Q4	$10.2K	Buy	+145	New	+$9.9K	0.03%	239

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FLP Wealth Management's WFC Position: Q1 2025 in Review

FLP Wealth Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 145 shares — an estimated $10.2K sold.

FLP Wealth Management first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $10.2K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

FLP Wealth Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 145 Wells Fargo shares in Q1 2025, an estimated $10.2K.
FLP Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Wells Fargo position peaked at $10.2K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.