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Cedar Wealth Management’s Wells Fargo WFC Stock Holding History

Cedar 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
2023
Q1 		– Sell
-250
Closed -$10.3K – 314
2022
Q4 		$10.3K Hold
250
– – 0.01% 227
2022
Q3 		$10K Hold
250
– – 0.01% 258
2022
Q2 		$10K Hold
250
– – ﹤0.01% 266
2022
Q1 		$12K Hold
250
– – ﹤0.01% 285
2021
Q4 		$12K Buy
+250
New +$12.3K ﹤0.01% 280
2019
Q2 		– Sell
-2,410
Closed -$116K – 174
2019
Q1 		$116K Sell
2,410
-770
-24% -$37.9K 0.07% 80
2018
Q4 		$147K Sell
3,180
-65
-2% -$3.33K 0.11% 64
2018
Q3 		$171K Sell
3,245
-8
-0.2% -$457 0.09% 64
2018
Q2 		$180K Sell
3,253
-30
-0.9% -$1.61K 0.1% 55
2018
Q1 		$172K Buy
3,283
+30
+0.9% +$1.78K 0.11% 60
2017
Q4 		$197K Buy
3,253
+25
+0.8% +$1.41K 0.12% 52
2017
Q3 		$178K Sell
3,228
-215
-6% -$11.4K 0.11% 60
2017
Q2 		$191K Sell
3,443
-211
-6% -$11.3K 0.12% 53
2017
Q1 		$203K Buy
3,654
+193
+6% +$11K 0.12% 51
2016
Q4 		$191K Hold
3,461
– – 0.13% 51
2016
Q3 		$153K Buy
3,461
+185
+6% +$8.85K 0.11% 44
2016
Q2 		$155K Buy
3,276
+1,059
+48% +$51.6K 0.1% 51
2016
Q1 		$107K Buy
2,217
+1,985
+856% +$97.2K 0.07% 47
2015
Q4 		$13K Buy
+232
New +$12.6K 0.01% 23

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cedar Wealth Management's WFC Position: Q1 2023 in Review

Cedar Wealth Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 250 shares — an estimated $10.3K sold.

Cedar Wealth Management first reported a position in WFC in Q4 2015 and held it in 19 quarters. The position peaked at $203K in Q1 2017. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

  • Cedar Wealth Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
  • Cedar Wealth Management sold 250 Wells Fargo shares in Q1 2023, an estimated $10.3K.
  • Cedar Wealth Management first reported a position in Wells Fargo in Q4 2015 and held it in 19 quarters.
  • Cedar Wealth Management's Wells Fargo position peaked at $203K in Q1 2017.
  • 1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.