Josh Arnold Investment Consultant’s Wells Fargo WFC Stock Holding History

Josh Arnold Investment Consultant’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	-6,000	Closed	-$339K	–	26
2024 Q3	$339K	Hold	6,000	–	–	0.28%	22
2024 Q2	$356K	Hold	6,000	–	–	0.3%	19
2024 Q1	$348K	Hold	6,000	–	–	0.37%	8
2023 Q4	$295K	Hold	6,000	–	–	0.28%	15
2023 Q3	$238K	Hold	6,000	–	–	0.25%	18
2023 Q2	$256K	Hold	6,000	–	–	0.25%	19
2023 Q1	$224K	Buy	+6,000	New	+$262K	0.27%	10
2022 Q4	–	Sell	-6,000	Closed	-$241K	–	25
2022 Q3	$241K	Hold	6,000	–	–	0.32%	10
2022 Q2	$235K	Hold	6,000	–	–	0.3%	13
2022 Q1	$291K	Hold	6,000	–	–	0.28%	15
2021 Q4	$288K	Buy	+6,000	New	+$295K	0.26%	13

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

Josh Arnold Investment Consultant's WFC Position: Q4 2024 in Review

Josh Arnold Investment Consultant sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 6,000 shares — an estimated $339K sold.

Josh Arnold Investment Consultant first reported a position in WFC in Q4 2021 and held it in 11 quarters. The position peaked at $356K in Q2 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Josh Arnold Investment Consultant reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Josh Arnold Investment Consultant sold 6,000 Wells Fargo shares in Q4 2024, an estimated $339K.
Josh Arnold Investment Consultant first reported a position in Wells Fargo in Q4 2021 and held it in 11 quarters.
Josh Arnold Investment Consultant's Wells Fargo position peaked at $356K in Q2 2024.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Josh Arnold Investment Consultant's 13F filing for Q4 2024, filed 18 Feb 2025.