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Private Portfolio Partners’s Wells Fargo WFC Stock Holding History

Private Portfolio Partners’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 		$742K Buy
10,563
+5
+0% +$341 0.14% 123
2024
Q3 		$596K Buy
+10,558
New +$597K 0.11% 139
2024
Q2 		– Sell
-10,548
Closed -$611K – 276
2024
Q1 		$611K Sell
10,548
-169
-2% -$8.84K 0.13% 136
2023
Q4 		$527K Sell
10,717
-63
-0.6% -$2.72K 0.12% 138
2023
Q3 		$440K Sell
10,780
-440
-4% -$19K 0.11% 144
2023
Q2 		$479K Sell
11,220
-65
-0.6% -$2.62K 0.12% 137
2023
Q1 		$422K Sell
11,285
-214
-2% -$9.33K 0.11% 149
2022
Q4 		$475K Buy
11,499
+8
+0.1% +$354 0.13% 149
2022
Q3 		$462K Buy
11,491
+9
+0.1% +$387 0.13% 139
2022
Q2 		$450K Buy
11,482
+7
+0.1% +$307 0.13% 140
2022
Q1 		$556K Buy
11,475
+1,203
+12% +$64.4K 0.14% 143
2021
Q4 		$493K Buy
10,272
+616
+6% +$30.3K 0.13% 156
2021
Q3 		$448K Sell
9,656
-197
-2% -$9.12K 0.13% 155
2021
Q2 		$446K Sell
9,853
-60
-0.6% -$2.68K 0.13% 150
2021
Q1 		$387K Buy
9,913
+502
+5% +$17.8K 0.13% 157
2020
Q4 		$284K Sell
9,411
-628
-6% -$16.3K 0.1% 176
2020
Q3 		$236K Buy
10,039
+1,171
+13% +$28.9K 0.1% 180
2020
Q2 		$227K Buy
8,868
+1,302
+17% +$35.6K 0.1% 168
2020
Q1 		$217K Buy
+7,566
New +$322K 0.12% 168
2019
Q2 		– Sell
-4,498
Closed -$217K – 230
2019
Q1 		$217K Sell
4,498
-282
-6% -$13.9K 0.11% 179
2018
Q4 		$220K Buy
+4,780
New +$245K 0.14% 159

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

Private Portfolio Partners's WFC Position: Q4 2024 in Review

Private Portfolio Partners increased its Wells Fargo (WFC) stake by 0.05% in Q4 2024, buying an estimated $341 and bringing the position to 10,563 shares worth $742K. The position accounts for 0.14% of the portfolio, ranked #123.

Private Portfolio Partners first reported a position in WFC in Q4 2018 and has held it in 21 quarters since. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Private Portfolio Partners held 10,563 shares of Wells Fargo worth $742K as of Q4 2024.
  • Private Portfolio Partners bought 5 Wells Fargo shares in Q4 2024, an estimated $341.
  • Wells Fargo made up 0.14% of Private Portfolio Partners's portfolio in Q4 2024, its #123 holding.
  • Private Portfolio Partners first reported a position in Wells Fargo in Q4 2018 and has held it in 21 quarters since.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.