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Trademark Financial Management’s Wells Fargo WFC Stock Holding History

Trademark Financial 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
-3,813
Closed -$215K – 102
2024
Q3 		$215K Buy
+3,813
New +$216K 0.17% 84

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State Street
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JP Morgan Chase
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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
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Capital International Investors
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Trademark Financial Management's WFC Position: Q4 2024 in Review

Trademark Financial Management sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 3,813 shares — an estimated $215K sold.

Trademark Financial Management first reported a position in WFC in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

  • Trademark Financial Management reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 3,813 Wells Fargo shares in Q4 2024, an estimated $215K.
  • Trademark Financial Management first reported a position in Wells Fargo in Q3 2024 and held it in 1 quarter.
  • Trademark Financial Management's Wells Fargo position peaked at $215K in Q3 2024.
  • 2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.