Greenup Street Wealth Management’s Wells Fargo WFC Stock Holding History

Greenup Street 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	-21,517	Closed	-$1.51M	–	113
2024 Q4	$1.51M	Buy	+21,517	New	+$1.47M	0.3%	53
2023 Q3	–	Sell	-18,709	Closed	-$798K	–	89
2023 Q2	$798K	Sell	18,709 -325	-2%	-$13.1K	0.22%	68
2023 Q1	$711K	Buy	19,034 +258	+1%	+$11.2K	0.25%	52
2022 Q4	$775K	Sell	18,776 -118	-0.6%	-$5.22K	0.32%	61
2022 Q3	$760K	Sell	18,894 -3,400	-15%	-$146K	0.34%	53
2022 Q2	$873K	Buy	+22,294	New	+$978K	0.41%	51

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

Greenup Street Wealth Management's WFC Position: Q1 2025 in Review

Greenup Street Wealth Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 21,517 shares — an estimated $1.51M sold.

Greenup Street Wealth Management first reported a position in WFC in Q2 2022 and held it in 6 quarters. The position peaked at $1.51M in Q4 2024. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Greenup Street Wealth Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Greenup Street Wealth Management sold 21,517 Wells Fargo shares in Q1 2025, an estimated $1.51M.
Greenup Street Wealth Management first reported a position in Wells Fargo in Q2 2022 and held it in 6 quarters.
Greenup Street Wealth Management's Wells Fargo position peaked at $1.51M in Q4 2024.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Greenup Street Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.