CFCI
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Comprehensive Financial Consultants Institutional’s Wells Fargo WFC Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-2,305
Closed -$124K – 501
2021
Q4 		$124K Buy
+2,305
New +$113K 0.08% 181

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's WFC Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 2,305 shares — an estimated $124K sold.

Comprehensive Financial Consultants Institutional first reported a position in WFC in Q4 2021 and held it in 1 quarter. The position peaked at $124K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 2,305 Wells Fargo shares in Q1 2022, an estimated $124K.
  • Comprehensive Financial Consultants Institutional first reported a position in Wells Fargo in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Wells Fargo position peaked at $124K in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.