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

Cardinal Point Wealth Management’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	$202K	Buy	+4,347	New	+$201K	0.1%	42

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

Cardinal Point Wealth Management's WFC Position: Q3 2021 in Review

Cardinal Point Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2021: 4,347 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #42 among its holdings.

1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Cardinal Point Wealth Management held 4,347 shares of Wells Fargo worth $202K as of Q3 2021.
Wells Fargo was a new Cardinal Point Wealth Management position in Q3 2021.
Wells Fargo made up 0.1% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #42 holding.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.