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Arkfeld Wealth Strategies’s Wells Fargo WFC Stock Holding History

Arkfeld Wealth Strategies’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
Q2 		– Sell
-73,028
Closed -$2.98M – 79
2021
Q1 		$2.98M Sell
73,028
-20,796
-22% -$736K 1.9% 18
2020
Q4 		$3.12M Sell
93,824
-4,998
-5% -$129K 2.4% 16
2020
Q3 		$2.37M Buy
98,822
+15,357
+18% +$378K 2.24% 18
2020
Q2 		$2.14M Buy
83,465
+10,587
+15% +$290K 2.38% 15
2020
Q1 		$2.09M Buy
+72,878
New +$3.1M 2.8% 12

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Arkfeld Wealth Strategies's WFC Position: Q2 2021 in Review

Arkfeld Wealth Strategies sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 73,028 shares — an estimated $2.98M sold.

Arkfeld Wealth Strategies first reported a position in WFC in Q1 2020 and held it in 5 quarters. The position peaked at $3.12M in Q4 2020. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Arkfeld Wealth Strategies reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Arkfeld Wealth Strategies sold 73,028 Wells Fargo shares in Q2 2021, an estimated $2.98M.
  • Arkfeld Wealth Strategies first reported a position in Wells Fargo in Q1 2020 and held it in 5 quarters.
  • Arkfeld Wealth Strategies's Wells Fargo position peaked at $3.12M in Q4 2020.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2021, filed 19 Jul 2021.