West Wealth Group’s Wells Fargo WFC Stock Holding History

West Wealth 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
2025 Q1	–	Sell	-3,301	Closed	-$232K	–	104
2024 Q4	$232K	Buy	+3,301	New	+$225K	0.07%	82
2024 Q2	–	Sell	-3,595	Closed	-$208K	–	84
2024 Q1	$208K	Sell	3,595 -1,431	-28%	-$74.9K	0.08%	75
2023 Q4	$247K	Buy	5,026 +24	+0.5%	+$1.04K	0.1%	71
2023 Q3	$204K	Sell	5,002 -777	-13%	-$33.5K	0.09%	70
2023 Q2	$247K	Buy	5,779 +24	+0.4%	+$966	0.1%	60
2023 Q1	$215K	Sell	5,755 -2,291	-28%	-$99.9K	0.1%	63
2022 Q4	$332K	Buy	8,046 +21	+0.3%	+$929	0.17%	46
2022 Q3	$322K	Buy	8,025 +22	+0.3%	+$945	0.16%	46
2022 Q2	$313K	Sell	8,003 -820	-9%	-$36K	0.15%	46
2022 Q1	$427K	Sell	8,823 -184	-2%	-$9.85K	0.17%	38
2021 Q4	$432K	Buy	+9,007	New	+$443K	0.16%	36

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Wealth Group's WFC Position: Q1 2025 in Review

West Wealth Group sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 3,301 shares — an estimated $232K sold.

West Wealth Group first reported a position in WFC in Q4 2021 and held it in 11 quarters. The position peaked at $432K in Q4 2021. 2,551 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

West Wealth Group reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
West Wealth Group sold 3,301 Wells Fargo shares in Q1 2025, an estimated $232K.
West Wealth Group first reported a position in Wells Fargo in Q4 2021 and held it in 11 quarters.
West Wealth Group's Wells Fargo position peaked at $432K in Q4 2021.
2,551 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on West Wealth Group's 13F filing for Q1 2025, filed 5 May 2025.