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Heritage Oak Wealth Advisors’s Wells Fargo WFC Stock Holding History

Heritage Oak Wealth Advisors’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
-7,056
Closed -$399K – 189
2024
Q3 		$399K Buy
+7,056
New +$399K 0.18% 79

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Heritage Oak Wealth Advisors's WFC Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 7,056 shares — an estimated $399K sold.

Heritage Oak Wealth Advisors first reported a position in WFC in Q3 2024 and held it in 1 quarter. The position peaked at $399K in Q3 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 7,056 Wells Fargo shares in Q4 2024, an estimated $399K.
  • Heritage Oak Wealth Advisors first reported a position in Wells Fargo in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Wells Fargo position peaked at $399K in Q3 2024.
  • 2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.