CPFP
WFC icon

Clear Perspectives Financial Planning’s Wells Fargo WFC Stock Holding History

Clear Perspectives Financial Planning’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
Q2 		– Sell
-109
Closed -$5K – 233
2022
Q1 		$5K Hold
109
– – ﹤0.01% 187
2021
Q4 		$5K Hold
109
– – ﹤0.01% 196
2021
Q3 		$5K Buy
+109
New +$5.04K ﹤0.01% 183

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Clear Perspectives Financial Planning's WFC Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 109 shares — an estimated $5K sold.

Clear Perspectives Financial Planning first reported a position in WFC in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Clear Perspectives Financial Planning reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 109 Wells Fargo shares in Q2 2022, an estimated $5K.
  • Clear Perspectives Financial Planning first reported a position in Wells Fargo in Q3 2021 and held it in 3 quarters.
  • Clear Perspectives Financial Planning's Wells Fargo position peaked at $5K in Q1 2022.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.