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Advanced Research Investment Solutions’s Wells Fargo WFC Stock Holding History

Advanced Research Investment Solutions’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
Q4 		– Sell
-2,145
Closed -$86K – 153
2022
Q3 		$86K Buy
+2,145
New +$92.2K 0.05% 64

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Fidelity Investments
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State Street
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advanced Research Investment Solutions's WFC Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 2,145 shares — an estimated $86K sold.

Advanced Research Investment Solutions first reported a position in WFC in Q3 2022 and held it in 1 quarter. The position peaked at $86K in Q3 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 2,145 Wells Fargo shares in Q4 2022, an estimated $86K.
  • Advanced Research Investment Solutions first reported a position in Wells Fargo in Q3 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Wells Fargo position peaked at $86K in Q3 2022.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.