Catalyst Private Wealth’s Wells Fargo WFC Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-502	Closed	-$12K	–	290
2020 Q3	$12K	Buy	+502	New	+$12.4K	0.01%	199

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Catalyst Private Wealth's WFC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 502 shares — an estimated $12K sold.

Catalyst Private Wealth first reported a position in WFC in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 1,757 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

Catalyst Private Wealth reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 502 Wells Fargo shares in Q4 2020, an estimated $12K.
Catalyst Private Wealth first reported a position in Wells Fargo in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Wells Fargo position peaked at $12K in Q3 2020.
1,757 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.