Brand Asset Management Group’s Wells Fargo WFC Stock Holding History

Brand Asset Management Group’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	–	Sell	-391	Closed	-$15K	–	268
2021 Q1	$15K	Buy	+391	New	+$13.8K	0.01%	214
2020 Q1	–	Sell	-160	Closed	-$9K	–	325
2019 Q4	$9K	Hold	160	–	–	0.01%	241
2019 Q3	$8K	Hold	160	–	–	0.01%	250
2019 Q2	$8K	Hold	160	–	–	0.01%	256
2019 Q1	$8K	Sell	160 -90	-36%	-$4.43K	0.01%	235
2018 Q4	$12K	Hold	250	–	–	0.01%	172
2018 Q3	$13K	Hold	250	–	–	0.01%	199
2018 Q2	$14K	Buy	+250	New	+$13.4K	0.01%	196

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Brand Asset Management Group's WFC Position: Q2 2021 in Review

Brand Asset Management Group sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 391 shares — an estimated $15K sold.

Brand Asset Management Group first reported a position in WFC in Q2 2018 and held it in 8 quarters. The position peaked at $15K in Q1 2021. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Brand Asset Management Group reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Brand Asset Management Group sold 391 Wells Fargo shares in Q2 2021, an estimated $15K.
Brand Asset Management Group first reported a position in Wells Fargo in Q2 2018 and held it in 8 quarters.
Brand Asset Management Group's Wells Fargo position peaked at $15K in Q1 2021.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Brand Asset Management Group's 13F filing for Q2 2021, filed 9 Aug 2021.