FPC Investment Advisory’s Wells Fargo WFC Stock Holding History

FPC Investment Advisory’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	-303	Closed	-$23.9K	–	272
2024 Q4	$23.9K	Buy	+303	New	+$20.7K	0.02%	84

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

FPC Investment Advisory's WFC Position: Q1 2025 in Review

FPC Investment Advisory sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 303 shares — an estimated $23.9K sold.

FPC Investment Advisory first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $23.9K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

FPC Investment Advisory reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
FPC Investment Advisory sold 303 Wells Fargo shares in Q1 2025, an estimated $23.9K.
FPC Investment Advisory first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
FPC Investment Advisory's Wells Fargo position peaked at $23.9K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on FPC Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.