Clear Perspective Advisors’s Wells Fargo WFC Stock Holding History

Clear Perspective Advisors’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	$337K	Sell	7,022 -130	-2%	-$6.4K	0.1%	131
2021 Q3	$332K	Hold	7,152	–	–	0.11%	123
2021 Q2	$324K	Sell	7,152 -4,070	-36%	-$182K	0.11%	122
2021 Q1	$438K	Buy	+11,222	New	+$397K	0.17%	94
2020 Q4	–	Sell	-9,326	Closed	-$1.31K	–	148
2020 Q3	$1.31K	Sell	9,326 -4,970	-35%	-$122K	0.62%	30
2020 Q2	$366K	Sell	14,296 -4,845	-25%	-$133K	0.2%	85
2020 Q1	$549K	Sell	19,141 -7,361	-28%	-$313K	0.37%	58
2019 Q4	$1.43M	Sell	26,502 -31,275	-54%	-$1.64M	0.88%	27
2019 Q3	$2.82M	Buy	57,777 +28,225	+96%	+$1.33M	1.28%	18
2019 Q2	$1.4M	Sell	29,552 -1,299	-4%	-$60.7K	0.9%	26
2019 Q1	$1.47M	Sell	30,851 -1,823	-6%	-$89.7K	1.04%	23
2018 Q4	$1.51M	Sell	32,674 -1,213	-4%	-$62.1K	1.25%	17
2018 Q3	$1.78M	Buy	33,887 +292	+0.9%	+$16.7K	1.32%	14
2018 Q2	$1.86M	Buy	33,595 +1,100	+3%	+$58.9K	1.3%	15
2018 Q1	$1.7M	Sell	32,495 -7,170	-18%	-$426K	1.27%	15
2017 Q4	$2.41M	Buy	39,665 +549	+1%	+$31K	1.84%	9
2017 Q3	$2.16M	Buy	39,116 +2,622	+7%	+$139K	1.76%	9
2017 Q2	$2.02M	Buy	36,494 +1,596	+5%	+$85.5K	1.7%	9
2017 Q1	$1.94M	Sell	34,898 -2,224	-6%	-$126K	1.28%	12
2016 Q4	$2.05M	Buy	+37,122	New	+$1.87M	1.36%	13

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

Clear Perspective Advisors's WFC Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Wells Fargo (WFC) stake by 1.8% in Q4 2021, selling an estimated $6.4K and leaving 7,022 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #131.

Clear Perspective Advisors first reported a position in WFC in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.82M in Q3 2019. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Clear Perspective Advisors held 7,022 shares of Wells Fargo worth $337K as of Q4 2021.
Clear Perspective Advisors sold 130 Wells Fargo shares in Q4 2021, an estimated $6.4K.
Wells Fargo made up 0.1% of Clear Perspective Advisors's portfolio in Q4 2021, its #131 holding.
Clear Perspective Advisors first reported a position in Wells Fargo in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Wells Fargo position peaked at $2.82M in Q3 2019.
2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.