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Northwest Financial Advisors’s Wells Fargo WFC Stock Holding History

Northwest Financial Advisors’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
-328
Closed -$18.5K – 547
2024
Q3 		$18.5K Buy
+328
New +$18.6K 0.01% 326
2024
Q1 		– Sell
-323
Closed -$15.9K – 533
2023
Q4 		$15.9K Buy
+323
New +$13.9K 0.01% 330

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

Northwest Financial Advisors's WFC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 328 shares — an estimated $18.5K sold.

Northwest Financial Advisors first reported a position in WFC in Q4 2023 and held it in 2 quarters. The position peaked at $18.5K in Q3 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 328 Wells Fargo shares in Q4 2024, an estimated $18.5K.
  • Northwest Financial Advisors first reported a position in Wells Fargo in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Wells Fargo position peaked at $18.5K in Q3 2024.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.