Castle Wealth Management’s Wells Fargo WFC Stock Holding History

Castle 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
2022 Q4	–	Sell	-1,919	Closed	-$77K	–	637
2022 Q3	$77K	Buy	1,919 +1	+0.1%	+$43	0.05%	170
2022 Q2	$75K	Buy	+1,918	New	+$84.2K	0.04%	172

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

Castle Wealth Management's WFC Position: Q4 2022 in Review

Castle Wealth Management sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 1,919 shares — an estimated $77K sold.

Castle Wealth Management first reported a position in WFC in Q2 2022 and held it in 2 quarters. The position peaked at $77K in Q3 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Castle Wealth Management reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 1,919 Wells Fargo shares in Q4 2022, an estimated $77K.
Castle Wealth Management first reported a position in Wells Fargo in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Wells Fargo position peaked at $77K in Q3 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.