Baldrige Asset Management’s Wells Fargo WFC Stock Holding History

Baldrige Asset 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
2023 Q1	$5K	Hold	126	–	–	﹤0.01%	292
2022 Q4	$5K	Buy	+126	New	+$5.58K	﹤0.01%	271

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

Baldrige Asset Management's WFC Position: Q1 2023 in Review

Baldrige Asset Management held its Wells Fargo (WFC) position steady in Q1 2023 at 126 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Baldrige Asset Management first reported a position in WFC in Q4 2022 and has held it in 2 quarters since. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Baldrige Asset Management held 126 shares of Wells Fargo worth $5K as of Q1 2023.
Baldrige Asset Management left its Wells Fargo share count unchanged in Q1 2023.
Wells Fargo made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #292 holding.
Baldrige Asset Management first reported a position in Wells Fargo in Q4 2022 and has held it in 2 quarters since.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.