Willis Johnson & Associates’s Wells Fargo WFC Stock Holding History

Willis Johnson & Associates’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	-5,383	Closed	-$304K	–	181
2024 Q3	$304K	Buy	+5,383	New	+$304K	0.02%	122
2023 Q4	–	Sell	-6,080	Closed	-$248K	–	152
2023 Q3	$248K	Sell	6,080 -1,507	-20%	-$65.1K	0.03%	109
2023 Q2	$324K	Sell	7,587 -1,317	-15%	-$53K	0.03%	96
2023 Q1	$333K	Buy	8,904 +3,401	+62%	+$148K	0.04%	92
2022 Q4	$227K	Buy	5,503 +436	+9%	+$19.3K	0.03%	104
2022 Q3	$204K	Buy	+5,067	New	+$218K	0.03%	97
2022 Q2	–	Sell	-5,136	Closed	-$249K	–	114
2022 Q1	$249K	Buy	+5,136	New	+$275K	0.03%	86
2021 Q3	–	Sell	-5,656	Closed	-$256K	–	107
2021 Q2	$256K	Hold	5,656	–	–	0.04%	77
2021 Q1	$221K	Buy	+5,656	New	+$200K	0.03%	82

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

Willis Johnson & Associates's WFC Position: Q4 2024 in Review

Willis Johnson & Associates sold out of Wells Fargo (WFC) in Q4 2024, closing a stake of 5,383 shares — an estimated $304K sold.

Willis Johnson & Associates first reported a position in WFC in Q1 2021 and held it in 9 quarters. The position peaked at $333K in Q1 2023. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Willis Johnson & Associates reported no remaining Wells Fargo position as of Q4 2024 after selling out during the quarter.
Willis Johnson & Associates sold 5,383 Wells Fargo shares in Q4 2024, an estimated $304K.
Willis Johnson & Associates first reported a position in Wells Fargo in Q1 2021 and held it in 9 quarters.
Willis Johnson & Associates's Wells Fargo position peaked at $333K in Q1 2023.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Willis Johnson & Associates's 13F filing for Q4 2024, filed 14 Feb 2025.