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Bivin & Associates’s Wells Fargo WFC Stock Holding History

Bivin & Associates’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
Q2 		$7K Hold
175
– – 0.01% 185
2022
Q1 		$8K Sell
175
-175
-50% -$9.37K 0.01% 185
2021
Q4 		$17K Buy
+350
New +$17.2K 0.01% 153

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bivin & Associates's WFC Position: Q2 2022 in Review

Bivin & Associates held its Wells Fargo (WFC) position steady in Q2 2022 at 175 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #185.

Bivin & Associates first reported a position in WFC in Q4 2021 and has held it in 3 quarters since. The position peaked at $17K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Bivin & Associates held 175 shares of Wells Fargo worth $7K as of Q2 2022.
  • Bivin & Associates left its Wells Fargo share count unchanged in Q2 2022.
  • Wells Fargo made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #185 holding.
  • Bivin & Associates first reported a position in Wells Fargo in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Wells Fargo position peaked at $17K in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.