Capital CS Group’s Wells Fargo WFC Stock Holding History

Capital CS 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 Q3	–	Sell	-5,322	Closed	-$241K	–	98
2021 Q2	$241K	Buy	+5,322	New	+$238K	0.2%	64

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

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

Capital CS Group's WFC Position: Q3 2021 in Review

Capital CS Group sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 5,322 shares — an estimated $241K sold.

Capital CS Group first reported a position in WFC in Q2 2021 and held it in 1 quarter. The position peaked at $241K in Q2 2021. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Capital CS Group reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Capital CS Group sold 5,322 Wells Fargo shares in Q3 2021, an estimated $241K.
Capital CS Group first reported a position in Wells Fargo in Q2 2021 and held it in 1 quarter.
Capital CS Group's Wells Fargo position peaked at $241K in Q2 2021.
1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Capital CS Group's 13F filing for Q3 2021, filed 13 Oct 2021.