Altium Wealth Management’s Wells Fargo WFC Stock Holding History

Altium Wealth Management’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	$2.45M	Buy	62,474 +3,659	+6%	+$161K	0.18%	73
2022 Q1	$2.85M	Buy	58,815 +6,969	+13%	+$373K	0.18%	70
2021 Q4	$2.49M	Buy	51,846 +4,991	+11%	+$246K	0.16%	73
2021 Q3	$2.17M	Buy	46,855 +3,022	+7%	+$140K	0.16%	75
2021 Q2	$1.99M	Buy	43,833 +963	+2%	+$43K	0.15%	78
2021 Q1	$1.68M	Buy	42,870 +3,428	+9%	+$121K	0.13%	86
2020 Q4	$1.19M	Buy	39,442 +3,926	+11%	+$102K	0.11%	99
2020 Q3	$835K	Buy	35,516 +6,250	+21%	+$154K	0.09%	106
2020 Q2	$749K	Sell	29,266 -1,754	-6%	-$48K	0.08%	114
2020 Q1	$890K	Sell	31,020 -7,669	-20%	-$326K	0.12%	88
2019 Q4	$2.08M	Buy	38,689 +3,498	+10%	+$183K	0.25%	52
2019 Q3	$1.77M	Buy	35,191 +6,392	+22%	+$301K	0.24%	55
2019 Q2	$1.36M	Buy	28,799 +257	+0.9%	+$12K	0.2%	68
2019 Q1	$1.38M	Buy	28,542 +1,089	+4%	+$53.6K	0.22%	65
2018 Q4	$1.26M	Buy	27,453 +1,852	+7%	+$94.9K	0.24%	58
2018 Q3	$1.35M	Buy	25,601 +3,105	+14%	+$177K	0.26%	60
2018 Q2	$1.25M	Buy	22,496 +15,244	+210%	+$817K	0.33%	55
2018 Q1	$380K	Buy	7,252 +1,985	+38%	+$118K	0.15%	104
2017 Q4	$319K	Buy	+5,267	New	+$297K	0.15%	111

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

Altium Wealth Management's WFC Position: Q2 2022 in Review

Altium Wealth Management increased its Wells Fargo (WFC) stake by 6.2% in Q2 2022, buying an estimated $161K and bringing the position to 62,474 shares worth $2.45M. The position accounts for 0.18% of the portfolio, ranked #73.

Altium Wealth Management first reported a position in WFC in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.85M in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Altium Wealth Management held 62,474 shares of Wells Fargo worth $2.45M as of Q2 2022.
Altium Wealth Management bought 3,659 Wells Fargo shares in Q2 2022, an estimated $161K.
Wells Fargo made up 0.18% of Altium Wealth Management's portfolio in Q2 2022, its #73 holding.
Altium Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Wells Fargo position peaked at $2.85M in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.