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Better Money Decisions’s Wells Fargo WFC Stock Holding History

Better Money Decisions’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
Q4 		– Sell
-75
Closed -$3K – 580
2021
Q3 		$3K Hold
75
– – ﹤0.01% 582
2021
Q2 		$3K Buy
+75
New +$3.35K ﹤0.01% 573

Other funds holding WFC

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Better Money Decisions's WFC Position: Q4 2021 in Review

Better Money Decisions sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 75 shares — an estimated $3K sold.

Better Money Decisions first reported a position in WFC in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Better Money Decisions reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 75 Wells Fargo shares in Q4 2021, an estimated $3K.
  • Better Money Decisions first reported a position in Wells Fargo in Q2 2021 and held it in 2 quarters.
  • Better Money Decisions's Wells Fargo position peaked at $3K in Q3 2021.
  • 2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.