Macroview Investment Management’s Wells Fargo WFC Stock Holding History

Macroview Investment 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	-1,500	Closed	-$84.7K	–	552
2024 Q3	$84.7K	Sell	1,500 -135	-8%	-$7.63K	0.08%	110
2024 Q2	$97.1K	Buy	1,635 +135	+9%	+$7.97K	0.1%	101
2024 Q1	$86.9K	Sell	1,500 -18	-1%	-$942	0.1%	113
2023 Q4	$74.7K	Buy	1,518 +18	+1%	+$777	0.09%	119
2023 Q3	$61.3K	Buy	+1,500	New	+$64.8K	0.08%	106
2022 Q2	–	Sell	-261	Closed	-$13K	–	541
2022 Q1	$13K	Buy	+261	New	+$14K	0.02%	240
2018 Q3	–	Sell	-228	Closed	-$13K	–	363
2018 Q2	$13K	Hold	228	–	–	0.05%	117
2018 Q1	$12K	Buy	+228	New	+$13.5K	0.04%	108
2015 Q1	–	Sell	-13	Closed	-$1K	–	246
2014 Q4	$1K	Hold	13	–	–	﹤0.01%	185
2014 Q3	$1K	Buy	+13	New	+$669	﹤0.01%	194

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

Macroview Investment Management's WFC Position: Q4 2024 in Review

Macroview Investment Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 1,500 shares — an estimated $84.7K sold.

Macroview Investment Management first reported a position in WFC in Q3 2014 and held it in 10 quarters. The position peaked at $97.1K in Q2 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Macroview Investment Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 1,500 Wells Fargo shares in Q4 2024, an estimated $84.7K.
Macroview Investment Management first reported a position in Wells Fargo in Q3 2014 and held it in 10 quarters.
Macroview Investment Management's Wells Fargo position peaked at $97.1K in Q2 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.