RE Dickinson Investment Advisors’s Wells Fargo WFC Stock Holding History

RE Dickinson Investment 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	$36.7K	Buy	523 +3	+0.6%	+$205	0.02%	105
2024 Q3	$29.4K	Hold	520	–	–	0.02%	111
2024 Q2	$30.9K	Hold	520	–	–	0.02%	106
2024 Q1	$30K	Hold	520	–	–	0.02%	104
2023 Q4	$26K	Hold	520	–	–	0.02%	111
2023 Q3	$21K	Hold	520	–	–	0.01%	127
2023 Q2	$22K	Hold	520	–	–	0.01%	214
2023 Q1	$19K	Hold	520	–	–	0.01%	232
2022 Q4	$21K	Hold	520	–	–	0.01%	203
2022 Q3	$21K	Hold	520	–	–	0.02%	109
2022 Q2	$20K	Hold	520	–	–	﹤0.01%	128
2022 Q1	$25K	Hold	520	–	–	0.02%	130
2021 Q4	$25K	Buy	+520	New	+$25.6K	0.02%	123

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

RE Dickinson Investment Advisors's WFC Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Wells Fargo (WFC) stake by 0.58% in Q4 2024, buying an estimated $205 and bringing the position to 523 shares worth $36.7K. The position accounts for 0.02% of the portfolio, ranked #105.

RE Dickinson Investment Advisors first reported a position in WFC in Q4 2021 and has held it in 13 quarters since. 2,561 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

RE Dickinson Investment Advisors held 523 shares of Wells Fargo worth $36.7K as of Q4 2024.
RE Dickinson Investment Advisors bought 3 Wells Fargo shares in Q4 2024, an estimated $205.
Wells Fargo made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #105 holding.
RE Dickinson Investment Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 13 quarters since.
2,561 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.