Capital Advisory Group Advisory Services’s Wells Fargo WFC Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-5,116	Closed	-$206K	–	138
2022 Q3	$206K	Sell	5,116 -200	-4%	-$8.59K	0.14%	129
2022 Q2	$229K	Sell	5,316 -100	-2%	-$4.39K	0.14%	132
2022 Q1	$262K	Sell	5,416 -725	-12%	-$38.8K	0.12%	133
2021 Q4	$295K	Sell	6,141 -56	-0.9%	-$2.76K	0.13%	128
2021 Q3	$288K	Sell	6,197 -1,025	-14%	-$47.4K	0.1%	161
2021 Q2	$327K	Sell	7,222 -157	-2%	-$7.01K	0.12%	144
2021 Q1	$288K	Buy	7,379 +630	+9%	+$22.3K	0.11%	147
2020 Q4	$204K	Buy	6,749 +2,352	+53%	+$60.9K	0.09%	181
2020 Q3	$103K	Buy	4,397 +1,316	+43%	+$32.4K	0.05%	174
2020 Q2	$79K	Buy	3,081 +644	+26%	+$17.6K	0.04%	183
2020 Q1	$69K	Buy	+2,437	New	+$104K	0.09%	101
2019 Q4	–	Sell	-3,096	Closed	-$156K	–	421
2019 Q3	$156K	Hold	3,096	–	–	0.1%	84
2019 Q2	$147K	Hold	3,096	–	–	0.1%	94
2019 Q1	$150K	Hold	3,096	–	–	0.11%	89
2018 Q4	$143K	Sell	3,096 -1,850	-37%	-$94.8K	0.11%	86
2018 Q3	$262K	Buy	4,946 +1,152	+30%	+$65.8K	0.18%	67
2018 Q2	$209K	Sell	3,794 -1,074	-22%	-$57.5K	0.15%	75
2018 Q1	$256K	Buy	+4,868	New	+$289K	0.19%	66

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Advisory Group Advisory Services's WFC Position: Q4 2022 in Review

Capital Advisory Group Advisory Services sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 5,116 shares — an estimated $206K sold.

Capital Advisory Group Advisory Services first reported a position in WFC in Q1 2018 and held it in 18 quarters. The position peaked at $327K in Q2 2021. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Capital Advisory Group Advisory Services reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 5,116 Wells Fargo shares in Q4 2022, an estimated $206K.
Capital Advisory Group Advisory Services first reported a position in Wells Fargo in Q1 2018 and held it in 18 quarters.
Capital Advisory Group Advisory Services's Wells Fargo position peaked at $327K in Q2 2021.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2022, filed 14 Feb 2023.