Jamison Private Wealth Management’s Wells Fargo WFC Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-372	Closed	-$21K	–	486
2024 Q3	$21K	Hold	372	–	–	﹤0.01%	302
2024 Q2	$22.1K	Buy	372 +97	+35%	+$5.73K	﹤0.01%	292
2024 Q1	$15.9K	Buy	275 +80	+41%	+$4.19K	﹤0.01%	307
2023 Q4	$9.6K	Hold	195	–	–	﹤0.01%	309
2023 Q3	$7.97K	Buy	+195	New	+$8.42K	﹤0.01%	306

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

Jamison Private Wealth Management's WFC Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 372 shares — an estimated $21K sold.

Jamison Private Wealth Management first reported a position in WFC in Q3 2023 and held it in 5 quarters. The position peaked at $22.1K in Q2 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Jamison Private Wealth Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 372 Wells Fargo shares in Q4 2024, an estimated $21K.
Jamison Private Wealth Management first reported a position in Wells Fargo in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's Wells Fargo position peaked at $22.1K in Q2 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.