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Nixon Capital’s Wells Fargo WFC Stock Holding History

Nixon Capital’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
-1,720
Closed -$97.2K – 42
2024
Q3 		$97.2K Hold
1,720
– – 0.03% 24
2024
Q2 		$102K Hold
1,720
– – 0.05% 21
2024
Q1 		$99.7K Buy
+1,720
New +$90K 0.04% 24
2023
Q3 		– Sell
-228,156
Closed -$9.74M – 27
2023
Q2 		$9.74M Sell
228,156
-112,256
-33% -$4.52M 5.06% 12
2023
Q1 		$12.7M Buy
340,412
+7,625
+2% +$332K 7.5% 2
2022
Q4 		$13.7M Sell
332,787
-16,238
-5% -$719K 9.31% 2
2022
Q3 		$14M Buy
349,025
+10,031
+3% +$431K 9.5% 1
2022
Q2 		$13.3M Buy
338,994
+20,716
+7% +$909K 8.54% 2
2022
Q1 		$15.4M Buy
318,278
+2,156
+0.7% +$115K 8.81% 1
2021
Q4 		$15.2M Buy
316,122
+1,249
+0.4% +$61.5K 6.94% 4
2021
Q3 		$14.6M Buy
314,873
+220,341
+233% +$10.2M 7.47% 3
2021
Q2 		$6.83M Sell
94,532
-252,341
-73% -$11.3M 3% 17
2021
Q1 		$13.6M Buy
346,873
+75,024
+28% +$2.66M 6.79% 3
2020
Q4 		$8.2M Buy
+271,849
New +$7.04M 5.51% 7

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

Nixon Capital's WFC Position: Q4 2024 in Review

Nixon Capital sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 1,720 shares — an estimated $97.2K sold.

Nixon Capital first reported a position in WFC in Q4 2020 and held it in 14 quarters. The position peaked at $15.4M in Q1 2022. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Nixon Capital reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Nixon Capital sold 1,720 Wells Fargo shares in Q4 2024, an estimated $97.2K.
  • Nixon Capital first reported a position in Wells Fargo in Q4 2020 and held it in 14 quarters.
  • Nixon Capital's Wells Fargo position peaked at $15.4M in Q1 2022.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Nixon Capital's 13F filing for Q4 2024, filed 13 Feb 2025.