Baker Boyer National Bank’s Wells Fargo WFC Stock Holding History

Baker Boyer National Bank’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 Q3	–	Sell	-6,354	Closed	-$249K	–	81
2022 Q2	$249K	Hold	6,354	–	–	0.13%	73
2022 Q1	$308K	Hold	6,354	–	–	0.15%	70
2021 Q4	$305K	Buy	+6,354	New	+$313K	0.14%	73
2021 Q2	$249K	Buy	+6,354	New	+$284K	0.13%	73

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

Baker Boyer National Bank's WFC Position: Q3 2022 in Review

Baker Boyer National Bank sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 6,354 shares — an estimated $249K sold.

Baker Boyer National Bank first reported a position in WFC in Q2 2021 and held it in 4 quarters. The position peaked at $308K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Baker Boyer National Bank reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Baker Boyer National Bank sold 6,354 Wells Fargo shares in Q3 2022, an estimated $249K.
Baker Boyer National Bank first reported a position in Wells Fargo in Q2 2021 and held it in 4 quarters.
Baker Boyer National Bank's Wells Fargo position peaked at $308K in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Baker Boyer National Bank's 13F filing for Q3 2022, filed 14 Oct 2022.