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Ramiah Investment Group’s Wells Fargo WFC Stock Holding History

Ramiah Investment Group’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
Q2 		– Sell
-17,142
Closed -$994K – 76
2024
Q1 		$994K Sell
17,142
-778
-4% -$40.7K 0.93% 19
2023
Q4 		$882K Sell
17,920
-970
-5% -$41.9K 0.83% 22
2023
Q3 		$772K Sell
18,890
-5,266
-22% -$227K 0.8% 25
2023
Q2 		$1.03M Buy
+24,156
New +$972K 1.01% 21

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ramiah Investment Group's WFC Position: Q2 2024 in Review

Ramiah Investment Group sold out of Wells Fargo (WFC) in Q2 2024, closing a stake of 17,142 shares — an estimated $994K sold.

Ramiah Investment Group first reported a position in WFC in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2023. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.

  • Ramiah Investment Group reported no remaining Wells Fargo position as of Q2 2024 after selling out during the quarter.
  • Ramiah Investment Group sold 17,142 Wells Fargo shares in Q2 2024, an estimated $994K.
  • Ramiah Investment Group first reported a position in Wells Fargo in Q2 2023 and held it in 4 quarters.
  • Ramiah Investment Group's Wells Fargo position peaked at $1.03M in Q2 2023.
  • 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.

Based on Ramiah Investment Group's 13F filing for Q2 2024, filed 29 May 2026.