WR Wealth Planners’s Wells Fargo WFC Stock Holding History

WR Wealth Planners’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	$86K	Buy	1,224 +162	+15%	+$11.1K	0.03%	253
2024 Q3	$60K	Sell	1,062 -805	-43%	-$45.5K	0.02%	319
2024 Q2	$111K	Buy	1,867 +344	+23%	+$20.3K	0.03%	237
2024 Q1	$88.3K	Buy	+1,523	New	+$79.7K	0.03%	266
2023 Q4	–	Sell	-1,436	Closed	-$58.7K	–	859
2023 Q3	$58.7K	Buy	1,436 +219	+18%	+$9.46K	0.02%	303
2023 Q2	$51.9K	Buy	1,217 +667	+121%	+$26.8K	0.02%	312
2023 Q1	$20.6K	Buy	+550	New	+$24K	0.01%	425

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

WR Wealth Planners's WFC Position: Q4 2024 in Review

WR Wealth Planners increased its Wells Fargo (WFC) stake by 15% in Q4 2024, buying an estimated $11.1K and bringing the position to 1,224 shares worth $86K. The position accounts for 0.03% of the portfolio, ranked #253.

WR Wealth Planners first reported a position in WFC in Q1 2023 and has held it in 7 quarters since. The position peaked at $111K in Q2 2024. 2,557 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

WR Wealth Planners held 1,224 shares of Wells Fargo worth $86K as of Q4 2024.
WR Wealth Planners bought 162 Wells Fargo shares in Q4 2024, an estimated $11.1K.
Wells Fargo made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #253 holding.
WR Wealth Planners first reported a position in Wells Fargo in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Wells Fargo position peaked at $111K in Q2 2024.
2,557 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.