IGGA
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Iron Gate Global Advisors’s Wells Fargo WFC Stock Holding History

Iron Gate Global 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
2025
Q3 		– Sell
-2,619
Closed -$210K – 117
2025
Q2 		$210K Buy
+2,619
New +$189K 0.02% 80
2021
Q1 		– Sell
-8,441
Closed -$254K – 108
2020
Q4 		$254K Sell
8,441
-400
-5% -$10.4K 0.09% 79
2020
Q3 		$207K Sell
8,841
-393
-4% -$9.69K 0.09% 90
2020
Q2 		$245K Sell
9,234
-4,129
-31% -$113K 0.12% 72
2020
Q1 		$379K Sell
13,363
-1,749
-12% -$74.4K 0.27% 42
2019
Q4 		$813K Buy
15,112
+2,001
+15% +$105K 0.46% 29
2019
Q3 		$661K Buy
13,111
+1,768
+16% +$83.3K 0.4% 34
2019
Q2 		$533K Sell
11,343
-402
-3% -$18.8K 0.35% 34
2019
Q1 		$562K Sell
11,745
-58
-0.5% -$2.85K 0.39% 38
2018
Q4 		$544K Sell
11,803
-12
-0.1% -$615 0.41% 34
2018
Q3 		$621K Buy
11,815
+3,388
+40% +$193K 0.4% 28
2018
Q2 		$467K Sell
8,427
-4,938
-37% -$265K 0.34% 28
2018
Q1 		$700K Buy
13,365
+1,654
+14% +$98.3K 0.54% 27
2017
Q4 		$710K Sell
11,711
-714
-6% -$40.3K 0.6% 27
2017
Q3 		$685K Buy
12,425
+1,145
+10% +$60.9K 0.64% 25
2017
Q2 		$625K Buy
+11,280
New +$604K 0.69% 23

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return