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Sugarloaf Wealth Management’s Wells Fargo WFC Stock Holding History

Sugarloaf Wealth 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 		$144K Sell
2,050
-100
-5% -$6.83K 0.03% 202
2024
Q3 		$121K Hold
2,150
– – 0.02% 223
2024
Q2 		$128K Buy
2,150
+3
+0.1% +$177 0.03% 208
2024
Q1 		$124K Sell
2,147
-99
-4% -$5.18K 0.03% 209
2023
Q4 		$111K Buy
2,246
+101
+5% +$4.36K 0.03% 212
2023
Q3 		$87.6K Buy
2,145
+1
+0% +$43 0.02% 219
2023
Q2 		$91.5K Buy
2,144
+2
+0.1% +$81 0.02% 212
2023
Q1 		$80.1K Sell
2,142
-296
-12% -$12.9K 0.02% 225
2022
Q4 		$101K Sell
2,438
-813
-25% -$36K 0.03% 190
2022
Q3 		$131K Buy
3,251
+314
+11% +$13.5K 0.03% 167
2022
Q2 		$115K Buy
2,937
+1
+0% +$44 0.03% 175
2022
Q1 		$142K Hold
2,936
– – 0.03% 155
2021
Q4 		$141K Sell
2,936
-303
-9% -$14.9K 0.03% 161
2021
Q3 		$150K Sell
3,239
-902
-22% -$41.7K 0.04% 154
2021
Q2 		$188K Buy
4,141
+74
+2% +$3.3K 0.05% 133
2021
Q1 		$159 Sell
4,067
-541
-12% -$19.2K 0.05% 141
2020
Q4 		$139K Sell
4,608
-90
-2% -$2.33K 0.05% 144
2020
Q3 		$110K Sell
4,698
-40
-0.8% -$986 0.04% 154
2020
Q2 		$121K Buy
4,738
+1,908
+67% +$52.2K 0.05% 145
2020
Q1 		$81K Sell
2,830
-37
-1% -$1.57K 0.04% 166
2019
Q4 		$159K Buy
+2,867
New +$150K 0.07% 135

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

Sugarloaf Wealth Management's WFC Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Wells Fargo (WFC) stake by 4.7% in Q4 2024, selling an estimated $6.83K and leaving 2,050 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #202.

Sugarloaf Wealth Management first reported a position in WFC in Q4 2019 and has held it in 21 quarters since. The position peaked at $188K in Q2 2021. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Sugarloaf Wealth Management held 2,050 shares of Wells Fargo worth $144K as of Q4 2024.
  • Sugarloaf Wealth Management sold 100 Wells Fargo shares in Q4 2024, an estimated $6.83K.
  • Wells Fargo made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #202 holding.
  • Sugarloaf Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Wells Fargo position peaked at $188K in Q2 2021.
  • 2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.