IAG Wealth Partners’s Wells Fargo WFC Stock Holding History

IAG Wealth Partners’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	-119	Closed	-$6.72K	–	547
2024 Q3	$6.72K	Buy	+119	New	+$6.73K	﹤0.01%	382
2021 Q2	–	Sell	-529	Closed	-$21K	–	400
2021 Q1	$21K	Buy	+529	New	+$18.7K	0.01%	181
2020 Q1	–	Sell	-275	Closed	-$15K	–	462
2019 Q4	$15K	Buy	+275	New	+$14.4K	0.01%	208

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

IAG Wealth Partners's WFC Position: Q4 2024 in Review

IAG Wealth Partners sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 119 shares — an estimated $6.72K sold.

IAG Wealth Partners first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q1 2021. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

IAG Wealth Partners reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
IAG Wealth Partners sold 119 Wells Fargo shares in Q4 2024, an estimated $6.72K.
IAG Wealth Partners first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
IAG Wealth Partners's Wells Fargo position peaked at $21K in Q1 2021.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.