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AGF Investments LLC’s Wells Fargo WFC Stock Holding History

AGF Investments LLC’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
Q3 		– Sell
-673
Closed -$26K – 409
2022
Q2 		$26K Buy
+673
New +$29.5K ﹤0.01% 330
2021
Q2 		– Sell
-2,914
Closed -$114K – 512
2021
Q1 		$114K Sell
2,914
-414
-12% -$14.7K 0.01% 307
2020
Q4 		$100K Sell
3,328
-8,675
-72% -$225K 0.01% 309
2020
Q3 		$282K Sell
12,003
-6,880
-36% -$170K 0.03% 277
2020
Q2 		$483K Sell
18,883
-21,641
-53% -$592K 0.05% 296
2020
Q1 		$1.16M Sell
40,524
-22,572
-36% -$960K 0.15% 84
2019
Q4 		$3.4M Sell
63,096
-6,057
-9% -$317K 0.63% 23
2019
Q3 		$3.49M Sell
69,153
-19,283
-22% -$908K 0.82% 21
2019
Q2 		$4.18M Sell
88,436
-39,148
-31% -$1.83M 0.87% 21
2019
Q1 		$6.17M Buy
127,584
+20,682
+19% +$1.02M 1.38% 12
2018
Q4 		$4.93M Buy
106,902
+52,476
+96% +$2.69M 0.68% 38
2018
Q3 		$2.86M Sell
54,426
-7,253
-12% -$414K 0.36% 69
2018
Q2 		$3.42K Buy
61,679
+37,547
+156% +$2.01M 0.39% 62
2018
Q1 		$1.26M Buy
24,132
+24,031
+23,793% +$1.43M 0.21% 95
2017
Q4 		$6K Hold
101
– – ﹤0.01% 695
2017
Q3 		$6K Hold
101
– – ﹤0.01% 696
2017
Q2 		$6K Buy
+101
New +$5.41K ﹤0.01% 700

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AGF Investments LLC's WFC Position: Q3 2022 in Review

AGF Investments LLC sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 673 shares — an estimated $26K sold.

AGF Investments LLC first reported a position in WFC in Q2 2017 and held it in 17 quarters. The position peaked at $6.17M in Q1 2019. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • AGF Investments LLC reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 673 Wells Fargo shares in Q3 2022, an estimated $26K.
  • AGF Investments LLC first reported a position in Wells Fargo in Q2 2017 and held it in 17 quarters.
  • AGF Investments LLC's Wells Fargo position peaked at $6.17M in Q1 2019.
  • 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.