Life Planning Partners’s Wells Fargo WFC Stock Holding History

Life Planning 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 Q1	–	Sell	-40	Closed	-$1.97K	–	256
2023 Q4	$1.97K	Buy	+40	New	+$1.73K	﹤0.01%	206

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Life Planning Partners's WFC Position: Q1 2024 in Review

Life Planning Partners sold out of Wells Fargo (WFC) in Q1 2024, closing a stake of 40 shares — an estimated $1.97K sold.

Life Planning Partners first reported a position in WFC in Q4 2023 and held it in 1 quarter. The position peaked at $1.97K in Q4 2023. 2,200 funds tracked by Wall St. Rank hold WFC as of Q1 2024.

Life Planning Partners reported no remaining Wells Fargo position as of Q1 2024 after selling out during the quarter.
Life Planning Partners sold 40 Wells Fargo shares in Q1 2024, an estimated $1.97K.
Life Planning Partners first reported a position in Wells Fargo in Q4 2023 and held it in 1 quarter.
Life Planning Partners's Wells Fargo position peaked at $1.97K in Q4 2023.
2,200 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.