Wingate Wealth Advisors’s Wells Fargo WFC Stock Holding History

Wingate Wealth Advisors’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	-99	Closed	-$6.95K	–	458
2024 Q4	$6.95K	Buy	+99	New	+$6.76K	0.01%	366

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

Wingate Wealth Advisors's WFC Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2025, closing a stake of 99 shares — an estimated $6.95K sold.

Wingate Wealth Advisors first reported a position in WFC in Q4 2024 and held it in 1 quarter. The position peaked at $6.95K in Q4 2024. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Wingate Wealth Advisors reported no remaining Wells Fargo position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 99 Wells Fargo shares in Q1 2025, an estimated $6.95K.
Wingate Wealth Advisors first reported a position in Wells Fargo in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Wells Fargo position peaked at $6.95K in Q4 2024.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.