Total Clarity Wealth Management’s Wells Fargo WFC Stock Holding History

Total Clarity 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	–	Sell	-3,826	Closed	-$216K	–	297
2024 Q3	$216K	Buy	+3,826	New	+$216K	0.07%	232
2024 Q1	–	Sell	-6,157	Closed	-$303K	–	293
2023 Q4	$303K	Sell	6,157 -730	-11%	-$31.5K	0.12%	174
2023 Q3	$281K	Sell	6,887 -3,225	-32%	-$139K	0.14%	168
2023 Q2	$432K	Buy	+10,112	New	+$407K	0.21%	118
2022 Q3	–	Sell	-349	Closed	-$14K	–	973
2022 Q2	$14K	Buy	+349	New	+$15.3K	0.01%	608
2022 Q1	–	Sell	-435	Closed	-$21K	–	912
2021 Q4	$21K	Hold	435	–	–	0.01%	563
2021 Q3	$20K	Buy	+435	New	+$20.1K	0.01%	563
2021 Q2	–	Sell	-142	Closed	-$6K	–	746
2021 Q1	$6K	Buy	+142	New	+$5.03K	﹤0.01%	668
2020 Q1	–	Sell	-645	Closed	-$35K	–	626
2019 Q4	$35K	Buy	+645	New	+$33.8K	0.03%	319

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Total Clarity Wealth Management's WFC Position: Q4 2024 in Review

Total Clarity Wealth Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 3,826 shares — an estimated $216K sold.

Total Clarity Wealth Management first reported a position in WFC in Q4 2019 and held it in 9 quarters. The position peaked at $432K in Q2 2023. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Total Clarity Wealth Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 3,826 Wells Fargo shares in Q4 2024, an estimated $216K.
Total Clarity Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 9 quarters.
Total Clarity Wealth Management's Wells Fargo position peaked at $432K in Q2 2023.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Total Clarity Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.