Altus Wealth Group’s Wells Fargo WFC Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-1,105	Closed	-$33K	–	770
2020 Q4	$33K	Buy	+1,105	New	+$28.6K	0.03%	278

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Altus Wealth Group's WFC Position: Q1 2021 in Review

Altus Wealth Group sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 1,105 shares — an estimated $33K sold.

Altus Wealth Group first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

Altus Wealth Group reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 1,105 Wells Fargo shares in Q1 2021, an estimated $33K.
Altus Wealth Group first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Wells Fargo position peaked at $33K in Q4 2020.
1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.