Cardinal Point Wealth Management Partners’s Wells Fargo WFC Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$237K	Buy	+6,347	New	+$277K	0.07%	73
2022 Q2	–	Sell	-4,347	Closed	-$211K	–	60
2022 Q1	$211K	Hold	4,347	–	–	0.09%	47
2021 Q4	$209K	Buy	+4,347	New	+$214K	0.09%	46

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

Norges Bank Oslo, Norway $935B AUM

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

Cardinal Point Wealth Management Partners's WFC Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners opened a new position in Wells Fargo (WFC) in Q1 2023: 6,347 shares worth $237K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings. This is a return to the name: Cardinal Point Wealth Management Partners previously reported a position in WFC as recently as Q1 2022.

Cardinal Point Wealth Management Partners first reported a position in WFC in Q4 2021 and has held it in 3 quarters since. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Cardinal Point Wealth Management Partners held 6,347 shares of Wells Fargo worth $237K as of Q1 2023.
Wells Fargo was a new Cardinal Point Wealth Management Partners position in Q1 2023.
Wells Fargo made up 0.07% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #73 holding.
Cardinal Point Wealth Management Partners first reported a position in Wells Fargo in Q4 2021 and has held it in 3 quarters since.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.