Voisard Asset Management Group’s Wells Fargo WFC Stock Holding History

Voisard Asset Management Group’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	-1,571	Closed	-$88.7K	–	670
2024 Q3	$88.7K	Buy	1,571 +227	+17%	+$12.8K	0.04%	141
2024 Q2	$79.8K	Sell	1,344 -720	-35%	-$42.5K	0.04%	122
2024 Q1	$120K	Hold	2,064	–	–	0.07%	75
2023 Q4	$102K	Buy	+2,064	New	+$89.1K	0.06%	88

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

Voisard Asset Management Group's WFC Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 1,571 shares — an estimated $88.7K sold.

Voisard Asset Management Group first reported a position in WFC in Q4 2023 and held it in 4 quarters. The position peaked at $120K in Q1 2024. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Voisard Asset Management Group reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 1,571 Wells Fargo shares in Q4 2024, an estimated $88.7K.
Voisard Asset Management Group first reported a position in Wells Fargo in Q4 2023 and held it in 4 quarters.
Voisard Asset Management Group's Wells Fargo position peaked at $120K in Q1 2024.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.