Householder Group Estate & Retirement Specialist’s Wells Fargo WFC Stock Holding History

Householder Group Estate & Retirement Specialist’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	$52K	Sell	742 -1,456	-66%	-$99.4K	0.04%	210
2024 Q3	$124K	Sell	2,198 -55	-2%	-$3.11K	0.04%	329
2024 Q2	$133K	Sell	2,253 -701	-24%	-$41.4K	0.04%	301
2024 Q1	$171K	Sell	2,954 -98	-3%	-$5.13K	0.05%	259
2023 Q4	$150K	Buy	3,052 +2	+0.1%	+$86	0.05%	277
2023 Q3	$125K	Buy	+3,050	New	+$132K	0.04%	278
2023 Q1	$105K	Buy	+2,806	New	+$122K	0.04%	298
2022 Q4	–	Sell	-2,156	Closed	-$86K	–	1164
2022 Q3	$86K	Buy	+2,156	New	+$92.6K	0.04%	294

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

Householder Group Estate & Retirement Specialist's WFC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Wells Fargo (WFC) stake by 66% in Q4 2024, selling an estimated $99.4K and leaving 742 shares worth $52K. The position accounts for 0.04% of the portfolio, ranked #210.

Householder Group Estate & Retirement Specialist first reported a position in WFC in Q3 2022 and has held it in 8 quarters since. The position peaked at $171K in Q1 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Householder Group Estate & Retirement Specialist held 742 shares of Wells Fargo worth $52K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,456 Wells Fargo shares in Q4 2024, an estimated $99.4K.
Wells Fargo made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #210 holding.
Householder Group Estate & Retirement Specialist first reported a position in Wells Fargo in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Wells Fargo position peaked at $171K in Q1 2024.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.