Atlas Private Wealth Advisors’s Wells Fargo WFC Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-198	Closed	-$9K	–	703
2021 Q3	$9K	Sell	198 -407	-67%	-$18.8K	﹤0.01%	490
2021 Q2	$27K	Sell	605 -130	-18%	-$5.8K	0.01%	308
2021 Q1	$29K	Buy	735 +14	+2%	+$496	0.02%	309
2020 Q4	$22K	Sell	721 -150	-17%	-$3.88K	0.01%	323
2020 Q3	$20K	Sell	871 -1,200	-58%	-$29.6K	0.02%	309
2020 Q2	$53K	Buy	+2,071	New	+$56.7K	0.05%	197

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

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

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

Atlas Private Wealth Advisors's WFC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 198 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in WFC in Q2 2020 and held it in 6 quarters. The position peaked at $53K in Q2 2020. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 198 Wells Fargo shares in Q4 2021, an estimated $9K.
Atlas Private Wealth Advisors first reported a position in Wells Fargo in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Wells Fargo position peaked at $53K in Q2 2020.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.