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Clearview Wealth Advisors’s Wells Fargo WFC Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-2,661
Closed -$114K – 644
2023
Q2 		$114K Sell
2,661
-35
-1% -$1.41K 0.12% 132
2023
Q1 		$101K Buy
2,696
+3
+0.1% +$131 0.1% 146
2022
Q4 		$111K Sell
2,693
-1,061
-28% -$47K 0.09% 109
2022
Q3 		$151K Sell
3,754
-64
-2% -$2.75K 0.12% 91
2022
Q2 		$150K Buy
3,818
+1,776
+87% +$77.9K 0.11% 94
2022
Q1 		$99K Sell
2,042
-191
-9% -$10.2K 0.07% 135
2021
Q4 		$107K Sell
2,233
-71
-3% -$3.5K 0.07% 151
2021
Q3 		$107K Buy
2,304
+2
+0.1% +$93 0.07% 154
2021
Q2 		$104K Buy
2,302
+2
+0.1% +$89 0.06% 158
2021
Q1 		$90K Sell
2,300
-39
-2% -$1.38K 0.06% 170
2020
Q4 		$71K Buy
+2,339
New +$60.6K 0.05% 170

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clearview Wealth Advisors's WFC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 2,661 shares — an estimated $114K sold.

Clearview Wealth Advisors first reported a position in WFC in Q4 2020 and held it in 11 quarters. The position peaked at $151K in Q3 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,661 Wells Fargo shares in Q3 2023, an estimated $114K.
  • Clearview Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Wells Fargo position peaked at $151K in Q3 2022.
  • 1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.