AAFMAA Wealth Management & Trust’s Wells Fargo WFC Stock Holding History

AAFMAA Wealth Management & Trust’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
2022 Q2	–	Sell	-20,533	Closed	-$995K	–	75
2022 Q1	$995K	Hold	20,533	–	–	0.46%	47
2021 Q4	$985K	Hold	20,533	–	–	0.43%	45
2021 Q3	$953K	Hold	20,533	–	–	0.45%	47
2021 Q2	$930K	Sell	20,533 -200	-1%	-$8.93K	0.43%	48
2021 Q1	$810K	Sell	20,733 -110,159	-84%	-$3.9M	0.39%	47
2020 Q4	$3.95M	Buy	+130,892	New	+$3.39M	1.91%	25

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

AAFMAA Wealth Management & Trust's WFC Position: Q2 2022 in Review

AAFMAA Wealth Management & Trust sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 20,533 shares — an estimated $995K sold.

AAFMAA Wealth Management & Trust first reported a position in WFC in Q4 2020 and held it in 6 quarters. The position peaked at $3.95M in Q4 2020. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

AAFMAA Wealth Management & Trust reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
AAFMAA Wealth Management & Trust sold 20,533 Wells Fargo shares in Q2 2022, an estimated $995K.
AAFMAA Wealth Management & Trust first reported a position in Wells Fargo in Q4 2020 and held it in 6 quarters.
AAFMAA Wealth Management & Trust's Wells Fargo position peaked at $3.95M in Q4 2020.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2022, filed 12 Aug 2022.