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Schechter Investment Advisors’s Wells Fargo WFC Stock Holding History

Schechter 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
2025
Q1 		$1.5M Sell
20,910
-1,652
-7% -$124K 0.12% 163
2024
Q4 		$1.58M Sell
22,562
-863
-4% -$58.9K 0.12% 165
2024
Q3 		$1.32M Sell
23,425
-2,728
-10% -$154K 0.1% 195
2024
Q2 		$1.55M Sell
26,153
-834
-3% -$49.2K 0.12% 165
2024
Q1 		$1.56M Sell
26,987
-3,993
-13% -$209K 0.12% 164
2023
Q4 		$1.52M Sell
30,980
-627
-2% -$27.1K 0.13% 152
2023
Q3 		$1.29M Buy
31,607
+1,470
+5% +$63.5K 0.13% 176
2023
Q2 		$1.29M Buy
30,137
+2,608
+9% +$105K 0.12% 201
2023
Q1 		$1.03M Sell
27,529
-9,286
-25% -$405K 0.1% 246
2022
Q4 		$1.52M Buy
36,815
+1,016
+3% +$45K 0.14% 176
2022
Q3 		$1.44M Buy
35,799
+6,650
+23% +$286K 0.14% 176
2022
Q2 		$1.14M Sell
29,149
-4,699
-14% -$206K 0.11% 244
2022
Q1 		$1.64M Buy
33,848
+1,683
+5% +$90.1K 0.15% 147
2021
Q4 		$1.54M Buy
+32,165
New +$1.58M 0.14% 176

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's WFC Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Wells Fargo (WFC) stake by 7.3% in Q1 2025, selling an estimated $124K and leaving 20,910 shares worth $1.5M. The position accounts for 0.12% of the portfolio, ranked #163.

Schechter Investment Advisors first reported a position in WFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.64M in Q1 2022. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

  • Schechter Investment Advisors held 20,910 shares of Wells Fargo worth $1.5M as of Q1 2025.
  • Schechter Investment Advisors sold 1,652 Wells Fargo shares in Q1 2025, an estimated $124K.
  • Wells Fargo made up 0.12% of Schechter Investment Advisors's portfolio in Q1 2025, its #163 holding.
  • Schechter Investment Advisors first reported a position in Wells Fargo in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Wells Fargo position peaked at $1.64M in Q1 2022.
  • 2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.