Biltmore Capital Advisors’s Wells Fargo WFC Stock Holding History

Biltmore Capital 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 Q4	$236K	Buy	4,921 +189	+4%	+$9.3K	0.04%	129
2021 Q3	$220K	Sell	4,732 -17	-0.4%	-$787	0.04%	139
2021 Q2	$215K	Buy	+4,749	New	+$212K	0.04%	119
2019 Q4	–	Sell	-24,190	Closed	-$1.22M	–	79
2019 Q3	$1.22M	Buy	24,190 +1,464	+6%	+$69K	0.32%	33
2019 Q2	$1.07M	Buy	22,726 +9	+0%	+$421	0.31%	35
2019 Q1	$1.1M	Buy	+22,717	New	+$1.12M	0.36%	34

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Biltmore Capital Advisors's WFC Position: Q4 2021 in Review

Biltmore Capital Advisors increased its Wells Fargo (WFC) stake by 4% in Q4 2021, buying an estimated $9.3K and bringing the position to 4,921 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #129.

Biltmore Capital Advisors first reported a position in WFC in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2019. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Biltmore Capital Advisors held 4,921 shares of Wells Fargo worth $236K as of Q4 2021.
Biltmore Capital Advisors bought 189 Wells Fargo shares in Q4 2021, an estimated $9.3K.
Wells Fargo made up 0.04% of Biltmore Capital Advisors's portfolio in Q4 2021, its #129 holding.
Biltmore Capital Advisors first reported a position in Wells Fargo in Q1 2019 and has held it in 6 quarters since.
Biltmore Capital Advisors's Wells Fargo position peaked at $1.22M in Q3 2019.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.