American Portfolios Advisors’s Wells Fargo WFC Stock Holding History

American Portfolios Advisors’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	$2.88M	Sell	71,497 -11,003	-13%	-$473K	0.12%	179
2022 Q2	$3.23M	Sell	82,500 -352	-0.4%	-$15.4K	0.13%	164
2022 Q1	$4.01M	Buy	82,852 +1,248	+2%	+$66.8K	0.14%	153
2021 Q4	$3.92M	Buy	81,604 +4,384	+6%	+$216K	0.13%	153
2021 Q3	$3.58M	Sell	77,220 -723	-0.9%	-$33.5K	0.13%	148
2021 Q2	$3.53M	Buy	77,943 +1,290	+2%	+$57.6K	0.14%	144
2021 Q1	$2.99M	Buy	76,653 +21,917	+40%	+$776K	0.13%	151
2020 Q4	$1.65M	Buy	54,736 +701	+1%	+$18.1K	0.08%	230
2020 Q3	$1.27M	Sell	54,035 -4,539	-8%	-$112K	0.07%	239
2020 Q2	$1.5M	Sell	58,574 -852	-1%	-$23.3K	0.1%	197
2020 Q1	$1.71M	Buy	59,426 +23,148	+64%	+$984K	0.14%	146
2019 Q4	$1.95M	Sell	36,278 -153	-0.4%	-$8.01K	0.14%	148
2019 Q3	$1.84M	Sell	36,431 -6,794	-16%	-$320K	0.15%	142
2019 Q2	$2.05M	Buy	43,225 +9,073	+27%	+$424K	0.17%	136
2019 Q1	$1.65M	Buy	34,152 +555	+2%	+$27.3K	0.16%	134
2018 Q4	$1.55M	Buy	33,597 +1,267	+4%	+$64.9K	0.19%	118
2018 Q3	$1.7M	Buy	32,330 +128	+0.4%	+$7.31K	0.2%	106
2018 Q2	$1.79M	Sell	32,202 -513	-2%	-$27.5K	0.24%	85
2018 Q1	$1.71M	Buy	32,715 +2,923	+10%	+$174K	0.26%	83
2017 Q4	$1.81M	Buy	+29,792	New	+$1.68M	0.29%	73

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

American Portfolios Advisors's WFC Position: Q3 2022 in Review

American Portfolios Advisors reduced its Wells Fargo (WFC) stake by 13% in Q3 2022, selling an estimated $473K and leaving 71,497 shares worth $2.88M. The position accounts for 0.12% of the portfolio, ranked #179.

American Portfolios Advisors first reported a position in WFC in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.01M in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

American Portfolios Advisors held 71,497 shares of Wells Fargo worth $2.88M as of Q3 2022.
American Portfolios Advisors sold 11,003 Wells Fargo shares in Q3 2022, an estimated $473K.
Wells Fargo made up 0.12% of American Portfolios Advisors's portfolio in Q3 2022, its #179 holding.
American Portfolios Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Wells Fargo position peaked at $4.01M in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.