Certified Advisory Corp’s Wells Fargo WFC Stock Holding History

Certified Advisory Corp’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	-4,586	Closed	-$208K	–	252
2021 Q2	$208K	Sell	4,586 -1,719	-27%	-$76.8K	0.05%	205
2021 Q1	$247K	Buy	+6,305	New	+$223K	0.06%	179
2020 Q2	$107K	Buy	4,152 +12	+0.3%	+$328	0.04%	224
2020 Q1	$119K	Buy	4,140 +1,308	+46%	+$55.6K	0.05%	194
2019 Q4	$153K	Buy	2,832 +107	+4%	+$5.6K	0.05%	200
2019 Q3	$137K	Buy	2,725 +306	+13%	+$14.4K	0.05%	205
2019 Q2	$114K	Sell	2,419 -259	-10%	-$12.1K	0.04%	221
2019 Q1	$129K	Buy	2,678 +1,854	+225%	+$91.2K	0.05%	192
2018 Q4	$38K	Sell	824 -160	-16%	-$8.2K	0.02%	319
2018 Q3	$52K	Buy	984 +335	+52%	+$19.1K	0.02%	294
2018 Q2	$36K	Sell	649 -223	-26%	-$11.9K	0.02%	325
2018 Q1	$44K	Buy	872 +231	+36%	+$13.7K	0.03%	287
2017 Q4	$38K	Buy	+641	New	+$36.2K	0.03%	269

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

Certified Advisory Corp's WFC Position: Q3 2021 in Review

Certified Advisory Corp sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 4,586 shares — an estimated $208K sold.

Certified Advisory Corp first reported a position in WFC in Q4 2017 and held it in 13 quarters. The position peaked at $247K in Q1 2021. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Certified Advisory Corp reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Certified Advisory Corp sold 4,586 Wells Fargo shares in Q3 2021, an estimated $208K.
Certified Advisory Corp first reported a position in Wells Fargo in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's Wells Fargo position peaked at $247K in Q1 2021.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Certified Advisory Corp's 13F filing for Q3 2021, filed 15 Nov 2021.