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

Atlas Private Wealth Management’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	-995	Closed	-$39K	–	381
2021 Q1	$39K	Hold	995	–	–	0.02%	211
2020 Q4	$30K	Buy	995 +1	+0.1%	+$26	0.02%	235
2020 Q3	$23K	Sell	994 -357	-26%	-$8.8K	0.02%	242
2020 Q2	$35K	Sell	1,351 -242	-15%	-$6.62K	0.03%	219
2020 Q1	$46K	Buy	1,593 +320	+25%	+$13.6K	0.04%	189
2019 Q4	$68K	Buy	+1,273	New	+$66.7K	0.05%	184

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Atlas Private Wealth Management's WFC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 995 shares — an estimated $39K sold.

Atlas Private Wealth Management first reported a position in WFC in Q4 2019 and held it in 6 quarters. The position peaked at $68K in Q4 2019. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Atlas Private Wealth Management reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 995 Wells Fargo shares in Q2 2021, an estimated $39K.
Atlas Private Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Wells Fargo position peaked at $68K in Q4 2019.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.