Advocacy Wealth Management Services’s Wells Fargo WFC Stock Holding History

Advocacy Wealth Management Services’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	-25	Closed	-$1K	–	207
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	182
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	179
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	172
2021 Q2	$1K	Buy	+25	New	+$1.12K	﹤0.01%	187
2016 Q2	–	Sell	-18	Closed	-$1K	–	465
2016 Q1	$1K	Sell	18 -362	-95%	-$17.7K	﹤0.01%	485
2015 Q4	$21K	Buy	+380	New	+$20.6K	0.02%	263
2013 Q3	$105K	Buy	2,500 +2,000	+400%	+$85.4K	0.29%	64
2013 Q2	$21K	Buy	+500	New	+$19.5K	0.08%	139

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

Advocacy Wealth Management Services's WFC Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 25 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in WFC in Q2 2013 and held it in 8 quarters. The position peaked at $105K in Q3 2013. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 25 Wells Fargo shares in Q2 2022, an estimated $1K.
Advocacy Wealth Management Services first reported a position in Wells Fargo in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's Wells Fargo position peaked at $105K in Q3 2013.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.