Maridea Wealth Management’s Wells Fargo WFC Stock Holding History

Maridea 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
2025 Q1	–	Sell	-5,428	Closed	-$381K	–	280
2024 Q4	$381K	Buy	+5,428	New	+$371K	0.12%	148

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maridea Wealth Management's WFC Position: Q1 2025 in Review

Maridea Wealth Management sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 5,428 shares — an estimated $381K sold.

Maridea Wealth Management first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $381K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Maridea Wealth Management reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Maridea Wealth Management sold 5,428 Wells Fargo shares in Q1 2025, an estimated $381K.
Maridea Wealth Management first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
Maridea Wealth Management's Wells Fargo position peaked at $381K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Maridea Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.