Astoria Portfolio Advisors’s Wells Fargo WFC Stock Holding History

Astoria Portfolio 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
2023 Q1	–	Sell	-7,697	Closed	-$338K	–	225
2022 Q4	$338K	Sell	7,697 -549	-7%	-$24.3K	0.16%	128
2022 Q3	$332K	Buy	8,246 +975	+13%	+$41.9K	0.23%	101
2022 Q2	$285K	Buy	7,271 +1,929	+36%	+$84.7K	0.21%	116
2022 Q1	$259K	Buy	+5,342	New	+$286K	0.2%	98

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

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

Norges Bank Oslo, Norway $935B AUM

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

Astoria Portfolio Advisors's WFC Position: Q1 2023 in Review

Astoria Portfolio Advisors sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 7,697 shares — an estimated $338K sold.

Astoria Portfolio Advisors first reported a position in WFC in Q1 2022 and held it in 4 quarters. The position peaked at $338K in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Astoria Portfolio Advisors reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Astoria Portfolio Advisors sold 7,697 Wells Fargo shares in Q1 2023, an estimated $338K.
Astoria Portfolio Advisors first reported a position in Wells Fargo in Q1 2022 and held it in 4 quarters.
Astoria Portfolio Advisors's Wells Fargo position peaked at $338K in Q4 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.