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Lake Street Advisors Group’s Wells Fargo WFC Stock Holding History

Lake Street Advisors Group’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 		$1.8M Buy
25,688
+1,409
+6% +$96.2K 0.08% 151
2024
Q3 		$1.37M Sell
24,279
-888
-4% -$50.2K 0.06% 168
2024
Q2 		$1.49M Buy
25,167
+246
+1% +$14.5K 0.07% 165
2024
Q1 		$1.44M Buy
24,921
+2,827
+13% +$148K 0.07% 181
2023
Q4 		$1.09M Sell
22,094
-1,468
-6% -$63.3K 0.05% 210
2023
Q3 		$963K Buy
23,562
+1,338
+6% +$57.8K 0.06% 170
2023
Q2 		$949K Buy
22,224
+2,598
+13% +$105K 0.05% 175
2023
Q1 		$734K Sell
19,626
-1,480
-7% -$64.5K 0.05% 176
2022
Q4 		$872K Sell
21,106
-3,812
-15% -$169K 0.06% 158
2022
Q3 		$1M Buy
24,918
+1,503
+6% +$64.6K 0.07% 148
2022
Q2 		$917K Sell
23,415
-952
-4% -$41.8K 0.07% 148
2022
Q1 		$1.18M Buy
24,367
+2,452
+11% +$131K 0.08% 139
2021
Q4 		$1.05M Buy
+21,915
New +$1.08M 0.07% 144
2021
Q3 		– Sell
-8,681
Closed -$444K – 433
2021
Q2 		$444K Buy
8,681
+789
+10% +$35.2K 0.03% 179
2021
Q1 		$308K Sell
7,892
-6,210
-44% -$220K 0.03% 233
2020
Q4 		$426K Buy
14,102
+3,508
+33% +$90.8K 0.04% 168
2020
Q3 		$249K Sell
10,594
-3,716
-26% -$91.6K 0.02% 227
2020
Q2 		$366K Buy
14,310
+2,928
+26% +$80.1K 0.04% 171
2020
Q1 		$327K Sell
11,382
-4,752
-29% -$202K 0.04% 161
2019
Q4 		$868K Buy
16,134
+319
+2% +$16.7K 0.09% 71
2019
Q3 		$703K Buy
15,815
+872
+6% +$41.1K 0.08% 77
2019
Q2 		$707K Buy
14,943
+987
+7% +$46.2K 0.07% 74
2019
Q1 		$674K Buy
13,956
+277
+2% +$13.6K 0.07% 77
2018
Q4 		$630K Sell
13,679
-530
-4% -$27.1K 0.08% 73
2018
Q3 		$747K Sell
14,209
-8,355
-37% -$477K 0.08% 63
2018
Q2 		$1.25M Sell
22,564
-491
-2% -$26.3K 0.13% 61
2018
Q1 		$1.21M Buy
23,055
+295
+1% +$17.5K 0.14% 56
2017
Q4 		$1.38M Buy
+22,760
New +$1.29M 0.16% 48

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lake Street Advisors Group's WFC Position: Q4 2024 in Review

Lake Street Advisors Group increased its Wells Fargo (WFC) stake by 5.8% in Q4 2024, buying an estimated $96.2K and bringing the position to 25,688 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #151.

Lake Street Advisors Group first reported a position in WFC in Q4 2017 and has held it in 28 quarters since. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Lake Street Advisors Group held 25,688 shares of Wells Fargo worth $1.8M as of Q4 2024.
  • Lake Street Advisors Group bought 1,409 Wells Fargo shares in Q4 2024, an estimated $96.2K.
  • Wells Fargo made up 0.08% of Lake Street Advisors Group's portfolio in Q4 2024, its #151 holding.
  • Lake Street Advisors Group first reported a position in Wells Fargo in Q4 2017 and has held it in 28 quarters since.
  • 2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.