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Willow Creek Wealth Management’s Wells Fargo WFC Stock Holding History

Willow Creek 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
2023
Q3 		– Sell
-8,845
Closed -$378K – 144
2023
Q2 		$378K Buy
+8,845
New +$356K 0.05% 96
2022
Q4 		– Sell
-10,154
Closed -$408K – 137
2022
Q3 		$408K Buy
10,154
+9
+0.1% +$387 0.08% 76
2022
Q2 		$397K Buy
+10,145
New +$445K 0.07% 78
2020
Q1 		– Sell
-4,212
Closed -$227K – 82
2019
Q4 		$227K Sell
4,212
-470
-10% -$24.6K 0.1% 73
2019
Q3 		$236K Hold
4,682
– – 0.11% 74
2019
Q2 		$222K Hold
4,682
– – 0.11% 74
2019
Q1 		$226K Hold
4,682
– – 0.11% 68
2018
Q4 		$216K Buy
4,682
+434
+10% +$22.2K 0.11% 62
2018
Q3 		$223K Sell
4,248
-181
-4% -$10.3K 0.12% 64
2018
Q2 		$246K Sell
4,429
-11,383
-72% -$610K 0.14% 56
2018
Q1 		$829K Buy
15,812
+1,933
+14% +$115K 0.44% 23
2017
Q4 		$842K Sell
13,879
-284
-2% -$16K 0.56% 14
2017
Q3 		$781K Buy
14,163
+940
+7% +$50K 0.51% 12
2017
Q2 		$733K Buy
13,223
+474
+4% +$25.4K 0.49% 15
2017
Q1 		$710K Buy
12,749
+1,406
+12% +$79.8K 0.49% 15
2016
Q4 		$625K Sell
11,343
-47
-0.4% -$2.36K 0.46% 14
2016
Q3 		$504K Hold
11,390
– – 0.4% 16
2016
Q2 		$539K Sell
11,390
-319
-3% -$15.6K 0.44% 16
2016
Q1 		$566K Buy
11,709
+1,485
+15% +$72.7K 0.51% 14
2015
Q4 		$556K Sell
10,224
-914
-8% -$49.6K 0.5% 15
2015
Q3 		$572K Hold
11,138
– – 0.53% 14
2015
Q2 		$626K Sell
11,138
-283
-2% -$15.8K 0.58% 12
2015
Q1 		$621K Sell
11,421
-173
-1% -$9.35K 0.58% 11
2014
Q4 		$636K Buy
+11,594
New +$614K 0.62% 11

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Willow Creek Wealth Management's WFC Position: Q3 2023 in Review

Willow Creek Wealth Management sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 8,845 shares — an estimated $378K sold.

Willow Creek Wealth Management first reported a position in WFC in Q4 2014 and held it in 24 quarters. The position peaked at $842K in Q4 2017. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Willow Creek Wealth Management reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • Willow Creek Wealth Management sold 8,845 Wells Fargo shares in Q3 2023, an estimated $378K.
  • Willow Creek Wealth Management first reported a position in Wells Fargo in Q4 2014 and held it in 24 quarters.
  • Willow Creek Wealth Management's Wells Fargo position peaked at $842K in Q4 2017.
  • 1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Willow Creek Wealth Management's 13F filing for Q3 2023, filed 20 Nov 2023.