CFO4Life’s Wells Fargo WFC Stock Holding History

CFO4Life’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	$221K	Buy	+5,354	New	+$237K	0.05%	157
2016 Q4	$906K	Sell	16,449 -978	-6%	-$49.2K	0.75%	17
2016 Q3	$772K	Buy	17,427 +631	+4%	+$30.2K	0.67%	22
2016 Q2	$795K	Sell	16,796 -1,683	-9%	-$82.1K	0.68%	23
2016 Q1	$894K	Sell	18,479 -4,250	-19%	-$208K	0.8%	19
2015 Q4	$1.24M	Sell	22,729 -495	-2%	-$26.9K	1.17%	18
2015 Q3	$1.19M	Sell	23,224 -2,072	-8%	-$114K	1.27%	15
2015 Q2	$1.42M	Buy	25,296 +348	+1%	+$19.4K	1.19%	20
2015 Q1	$1.36M	Buy	24,948 +6,454	+35%	+$349K	1.13%	19
2014 Q4	$1.01M	Buy	+18,494	New	+$979K	0.84%	20

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CFO4Life's WFC Position: Q4 2022 in Review

CFO4Life opened a new position in Wells Fargo (WFC) in Q4 2022: 5,354 shares worth $221K. The stake represents 0.05% of the portfolio and ranks #157 among its holdings. This is a return to the name: CFO4Life previously reported a position in WFC as recently as Q4 2016.

CFO4Life first reported a position in WFC in Q4 2014 and has held it in 10 quarters since. The position peaked at $1.42M in Q2 2015. 2,068 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

CFO4Life held 5,354 shares of Wells Fargo worth $221K as of Q4 2022.
Wells Fargo was a new CFO4Life position in Q4 2022.
Wells Fargo made up 0.05% of CFO4Life's portfolio in Q4 2022, its #157 holding.
CFO4Life first reported a position in Wells Fargo in Q4 2014 and has held it in 10 quarters since.
CFO4Life's Wells Fargo position peaked at $1.42M in Q2 2015.
2,068 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on CFO4Life's 13F filing for Q4 2022, filed 11 Jan 2023.