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Pacific Global Investment Management’s Wells Fargo WFC Stock Holding History

Pacific Global 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
-14,233
Closed -$804K – 202
2024
Q3 		$804K Buy
14,233
+93
+0.7% +$5.26K 0.15% 109
2024
Q2 		$840K Sell
14,140
-81
-0.6% -$4.78K 0.16% 109
2024
Q1 		$824K Buy
14,221
+541
+4% +$28.3K 0.16% 108
2023
Q4 		$673K Buy
13,680
+1,620
+13% +$69.9K 0.14% 118
2023
Q3 		$493K Sell
12,060
-233
-2% -$10.1K 0.11% 136
2023
Q2 		$525K Buy
12,293
+13
+0.1% +$523 0.11% 134
2023
Q1 		$459K Buy
12,280
+2,348
+24% +$102K 0.1% 146
2022
Q4 		$410K Buy
9,932
+706
+8% +$31.2K 0.09% 153
2022
Q3 		$371K Buy
9,226
+19
+0.2% +$816 0.09% 149
2022
Q2 		$361K Buy
9,207
+555
+6% +$24.4K 0.09% 158
2022
Q1 		$419K Buy
8,652
+1,255
+17% +$67.2K 0.08% 156
2021
Q4 		$355K Buy
7,397
+509
+7% +$25.1K 0.07% 167
2021
Q3 		$320K Buy
6,888
+539
+8% +$24.9K 0.06% 174
2021
Q2 		$288K Sell
6,349
-986
-13% -$44K 0.06% 181
2021
Q1 		$287K Buy
7,335
+148
+2% +$5.24K 0.06% 180
2020
Q4 		$217K Buy
+7,187
New +$186K 0.05% 195
2020
Q2 		– Sell
-7,198
Closed -$207K – 177
2020
Q1 		$207K Sell
7,198
-1,537
-18% -$65.3K 0.07% 163
2019
Q4 		$470K Sell
8,735
-54
-0.6% -$2.83K 0.1% 148
2019
Q3 		$443K Sell
8,789
-2,572
-23% -$121K 0.1% 149
2019
Q2 		$538K Sell
11,361
-1,308
-10% -$61.2K 0.13% 137
2019
Q1 		$612K Buy
12,669
+15
+0.1% +$738 0.14% 132
2018
Q4 		$583K Sell
12,654
-3,683
-23% -$189K 0.15% 128
2018
Q3 		$859K Sell
16,337
-661
-4% -$37.7K 0.18% 119
2018
Q2 		$942K Sell
16,998
-1,018
-6% -$54.5K 0.21% 112
2018
Q1 		$944K Buy
18,016
+16
+0.1% +$950 0.21% 114
2017
Q4 		$1.09M Sell
18,000
-1,197
-6% -$67.6K 0.24% 112
2017
Q3 		$1.06M Sell
19,197
-445
-2% -$23.7K 0.24% 110
2017
Q2 		$1.09M Sell
19,642
-2,015
-9% -$108K 0.25% 112
2017
Q1 		$1.21M Sell
21,657
-5,697
-21% -$323K 0.24% 111
2016
Q4 		$1.51M Sell
27,354
-9,358
-25% -$471K 0.31% 95
2016
Q3 		$1.63M Buy
36,712
+1,072
+3% +$51.3K 0.36% 90
2016
Q2 		$1.69M Buy
35,640
+552
+2% +$26.9K 0.39% 84
2016
Q1 		$1.7M Buy
35,088
+9,868
+39% +$483K 0.38% 84
2015
Q4 		$1.37M Buy
25,220
+220
+0.9% +$11.9K 0.31% 99
2015
Q3 		$1.28M Buy
25,000
+4,435
+22% +$244K 0.29% 100
2015
Q2 		$1.16M Buy
20,565
+80
+0.4% +$4.46K 0.22% 107
2015
Q1 		$1.11M Sell
20,485
-419
-2% -$22.6K 0.21% 108
2014
Q4 		$1.15M Sell
20,904
-474
-2% -$25.1K 0.2% 108
2014
Q3 		$1.11M Sell
21,378
-3,749
-15% -$193K 0.18% 105
2014
Q2 		$1.32M Buy
25,127
+333
+1% +$16.7K 0.19% 92
2014
Q1 		$1.23M Buy
24,794
+2,827
+13% +$132K 0.19% 91
2013
Q4 		$997K Buy
21,967
+2,725
+14% +$118K 0.16% 112
2013
Q3 		$795K Sell
19,242
-29
-0.2% -$1.24K 0.15% 120
2013
Q2 		$795K Buy
+19,271
New +$751K 0.15% 111

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

Pacific Global Investment Management's WFC Position: Q4 2024 in Review

Pacific Global Investment Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 14,233 shares — an estimated $804K sold.

Pacific Global Investment Management first reported a position in WFC in Q2 2013 and held it in 44 quarters. The position peaked at $1.7M in Q1 2016. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Pacific Global Investment Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Pacific Global Investment Management sold 14,233 Wells Fargo shares in Q4 2024, an estimated $804K.
  • Pacific Global Investment Management first reported a position in Wells Fargo in Q2 2013 and held it in 44 quarters.
  • Pacific Global Investment Management's Wells Fargo position peaked at $1.7M in Q1 2016.
  • 2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Pacific Global Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.