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Conrad Siegel Investment Advisors’s Wells Fargo WFC Stock Holding History

Conrad Siegel Investment 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
2022
Q1 		– Sell
-13,103
Closed -$608K – 66
2021
Q4 		$608K Buy
+13,103
New +$645K 0.53% 23

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

Conrad Siegel Investment Advisors's WFC Position: Q1 2022 in Review

Conrad Siegel Investment Advisors sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 13,103 shares — an estimated $608K sold.

Conrad Siegel Investment Advisors first reported a position in WFC in Q4 2021 and held it in 1 quarter. The position peaked at $608K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Conrad Siegel Investment Advisors reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 13,103 Wells Fargo shares in Q1 2022, an estimated $608K.
  • Conrad Siegel Investment Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Wells Fargo position peaked at $608K in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.