6 Meridian’s Wells Fargo WFC Stock Holding History

6 Meridian’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
2021 Q4	$2.02M	Sell	42,055 -482	-1%	-$23.7K	0.15%	88
2021 Q3	$1.97M	Buy	+42,537	New	+$1.97M	0.16%	87
2020 Q3	–	Sell	-137,228	Closed	-$3.51M	–	393
2020 Q2	$3.51M	Sell	137,228 -236,458	-63%	-$6.47M	0.37%	46
2020 Q1	$10.7M	Buy	373,686 +29,765	+9%	+$1.27M	1.13%	24
2019 Q4	$18.5M	Buy	343,921 +3,118	+0.9%	+$163K	1.62%	12
2019 Q3	$17.2M	Buy	340,803 +153,468	+82%	+$7.23M	1.68%	11
2019 Q2	$8.87M	Sell	187,335 -462	-0.2%	-$21.6K	0.89%	32
2019 Q1	$9.07M	Buy	+187,797	New	+$9.24M	0.91%	30
2018 Q3	–	Sell	-136,477	Closed	-$7.57M	–	519
2018 Q2	$7.57M	Buy	136,477 +3,037	+2%	+$163K	0.8%	38
2018 Q1	$6.99M	Sell	133,440 -40,713	-23%	-$2.42M	0.79%	40
2017 Q4	$10.6M	Buy	+174,153	New	+$9.84M	1.22%	24

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

6 Meridian's WFC Position: Q4 2021 in Review

6 Meridian reduced its Wells Fargo (WFC) stake by 1.1% in Q4 2021, selling an estimated $23.7K and leaving 42,055 shares worth $2.02M. The position accounts for 0.15% of the portfolio, ranked #88.

6 Meridian first reported a position in WFC in Q4 2017 and has held it in 11 quarters since. The position peaked at $18.5M in Q4 2019. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

6 Meridian held 42,055 shares of Wells Fargo worth $2.02M as of Q4 2021.
6 Meridian sold 482 Wells Fargo shares in Q4 2021, an estimated $23.7K.
Wells Fargo made up 0.15% of 6 Meridian's portfolio in Q4 2021, its #88 holding.
6 Meridian first reported a position in Wells Fargo in Q4 2017 and has held it in 11 quarters since.
6 Meridian's Wells Fargo position peaked at $18.5M in Q4 2019.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.