Ceera Investments’s Wells Fargo WFC Stock Holding History

Ceera Investments’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	–	Sell	-67,496	Closed	-$3.06M	–	70
2021 Q2	$3.06M	Sell	67,496 -985	-1%	-$44K	2.32%	19
2021 Q1	$2.68M	Buy	+68,481	New	+$2.42M	2.18%	21

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Ceera Investments's WFC Position: Q3 2021 in Review

Ceera Investments sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 67,496 shares — an estimated $3.06M sold.

Ceera Investments first reported a position in WFC in Q1 2021 and held it in 2 quarters. The position peaked at $3.06M in Q2 2021. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Ceera Investments reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Ceera Investments sold 67,496 Wells Fargo shares in Q3 2021, an estimated $3.06M.
Ceera Investments first reported a position in Wells Fargo in Q1 2021 and held it in 2 quarters.
Ceera Investments's Wells Fargo position peaked at $3.06M in Q2 2021.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Ceera Investments's 13F filing for Q3 2021, filed 8 Nov 2021.