Claraphi Advisory Network’s Wells Fargo WFC Stock Holding History

Claraphi Advisory Network’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 Q4	–	Sell	-20,067	Closed	-$931K	–	331
2021 Q3	$931K	Sell	20,067 -2,050	-9%	-$94.9K	0.33%	68
2021 Q2	$1M	Buy	+22,117	New	+$988K	0.3%	67
2020 Q2	–	Sell	-300	Closed	-$9K	–	1193
2020 Q1	$9K	Buy	+300	New	+$12.8K	﹤0.01%	803
2018 Q4	–	Sell	-3,939	Closed	-$207K	–	276
2018 Q3	$207K	Sell	3,939 -342	-8%	-$19.5K	0.12%	230
2018 Q2	$237K	Sell	4,281 -514	-11%	-$27.5K	0.15%	205
2018 Q1	$251K	Buy	+4,795	New	+$285K	0.18%	186

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

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

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

Claraphi Advisory Network's WFC Position: Q4 2021 in Review

Claraphi Advisory Network sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 20,067 shares — an estimated $931K sold.

Claraphi Advisory Network first reported a position in WFC in Q1 2018 and held it in 6 quarters. The position peaked at $1M in Q2 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Claraphi Advisory Network reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Claraphi Advisory Network sold 20,067 Wells Fargo shares in Q4 2021, an estimated $931K.
Claraphi Advisory Network first reported a position in Wells Fargo in Q1 2018 and held it in 6 quarters.
Claraphi Advisory Network's Wells Fargo position peaked at $1M in Q2 2021.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Claraphi Advisory Network's 13F filing for Q4 2021, filed 7 Feb 2022.