B. Riley Wealth Management’s Wells Fargo WFC Stock Holding History

B. Riley 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
2022 Q2	$807	Sell	20,611 -879	-4%	-$38.6K	﹤0.01%	334
2022 Q1	$1.04M	Sell	21,490 -134	-0.6%	-$7.17K	0.08%	209
2021 Q4	$1.04M	Buy	21,624 +1,982	+10%	+$97.6K	0.07%	228
2021 Q3	$912K	Buy	+19,642	New	+$909K	0.07%	240
2020 Q3	–	Sell	-10,207	Closed	-$261K	–	542
2020 Q2	$261K	Buy	10,207 +1,516	+17%	+$41.5K	0.03%	327
2020 Q1	$249K	Buy	8,691 +1,441	+20%	+$61.3K	0.03%	395
2019 Q4	$390K	Sell	7,250 -107	-1%	-$5.6K	0.06%	248
2019 Q3	$371K	Buy	7,357 +165	+2%	+$7.77K	0.06%	246
2019 Q2	$340	Sell	7,192 -95	-1%	-$4.44K	0.05%	263
2019 Q1	$352K	Sell	7,287 -774	-10%	-$38.1K	0.06%	254
2018 Q4	$372K	Buy	8,061 +519	+7%	+$26.6K	0.08%	215
2018 Q3	$396K	Buy	+7,542	New	+$431K	0.1%	177
2016 Q1	$306K	Buy	6,348 +654	+11%	+$32K	0.46%	80
2015 Q4	$309K	Buy	+5,694	New	+$309K	0.39%	90
2015 Q3	–	Sell	-3,388	Closed	-$190K	–	753
2015 Q2	$190K	Sell	3,388 -97	-3%	-$5.41K	0.15%	192
2015 Q1	$189K	Buy	3,485 +378	+12%	+$20.4K	0.14%	204
2014 Q4	$170K	Sell	3,107 -300	-9%	-$15.9K	0.14%	188
2014 Q3	$176K	Sell	3,407 -675	-17%	-$34.7K	0.13%	217
2014 Q2	$214K	Buy	4,082 +380	+10%	+$19.1K	0.14%	201
2014 Q1	$184K	Buy	+3,702	New	+$172K	0.14%	213

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

B. Riley Wealth Management's WFC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Wells Fargo (WFC) stake by 4.1% in Q2 2022, selling an estimated $38.6K and leaving 20,611 shares worth $807. The position accounts for ﹤0.01% of the portfolio, ranked #334.

B. Riley Wealth Management first reported a position in WFC in Q1 2014 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

B. Riley Wealth Management held 20,611 shares of Wells Fargo worth $807 as of Q2 2022.
B. Riley Wealth Management sold 879 Wells Fargo shares in Q2 2022, an estimated $38.6K.
Wells Fargo made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #334 holding.
B. Riley Wealth Management first reported a position in Wells Fargo in Q1 2014 and has held it in 20 quarters since.
B. Riley Wealth Management's Wells Fargo position peaked at $1.04M in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.