BAIA
WFC icon

Bel Air Investment Advisors’s Wells Fargo WFC Stock Holding History

Bel Air Investment 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
Q2 		$316K Buy
6,981
+900
+15% +$40.2K 0.01% 312
2021
Q1 		$238K Buy
+6,081
New +$215K 0.01% 365

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bel Air Investment Advisors's WFC Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Wells Fargo (WFC) stake by 15% in Q2 2021, buying an estimated $40.2K and bringing the position to 6,981 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #312.

Bel Air Investment Advisors first reported a position in WFC in Q1 2021 and has held it in 2 quarters since. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Bel Air Investment Advisors held 6,981 shares of Wells Fargo worth $316K as of Q2 2021.
  • Bel Air Investment Advisors bought 900 Wells Fargo shares in Q2 2021, an estimated $40.2K.
  • Wells Fargo made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #312 holding.
  • Bel Air Investment Advisors first reported a position in Wells Fargo in Q1 2021 and has held it in 2 quarters since.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.