CF
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Copperwynd Financial’s Wells Fargo WFC Stock Holding History

Copperwynd Financial’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
Q3 		– Sell
-4,699
Closed -$213K – 128
2021
Q2 		$213K Buy
+4,699
New +$210K 0.09% 116
2020
Q1 		– Sell
-6,066
Closed -$326K – 112
2019
Q4 		$326K Sell
6,066
-400
-6% -$20.9K 0.17% 95
2019
Q3 		$349K Hold
6,466
– – 0.2% 93
2019
Q2 		$306K Hold
6,466
– – 0.18% 90
2019
Q1 		$312K Sell
6,466
-182
-3% -$8.95K 0.19% 94
2018
Q4 		$306K Hold
6,648
– – 0.19% 75
2018
Q3 		$349K Hold
6,648
– – 0.21% 79
2018
Q2 		$369K Buy
6,648
+900
+16% +$48.2K 0.26% 66
2018
Q1 		$301K Sell
5,748
-152
-3% -$9.03K 0.21% 75
2017
Q4 		$358K Buy
+5,900
New +$333K 0.26% 66

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Copperwynd Financial's WFC Position: Q3 2021 in Review

Copperwynd Financial sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 4,699 shares — an estimated $213K sold.

Copperwynd Financial first reported a position in WFC in Q4 2017 and held it in 10 quarters. The position peaked at $369K in Q2 2018. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Copperwynd Financial reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Copperwynd Financial sold 4,699 Wells Fargo shares in Q3 2021, an estimated $213K.
  • Copperwynd Financial first reported a position in Wells Fargo in Q4 2017 and held it in 10 quarters.
  • Copperwynd Financial's Wells Fargo position peaked at $369K in Q2 2018.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Copperwynd Financial's 13F filing for Q3 2021, filed 3 Nov 2021.