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Cordatus Wealth Management’s Wells Fargo WFC Stock Holding History

Cordatus Wealth Management’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
-4,248
Closed -$206K – 175
2022
Q1 		$206K Buy
+4,248
New +$227K 0.07% 150
2020
Q4 		– Sell
-11,659
Closed -$274K – 159
2020
Q3 		$274K Buy
+11,659
New +$287K 0.13% 124

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

Cordatus Wealth Management's WFC Position: Q2 2022 in Review

Cordatus Wealth Management sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 4,248 shares — an estimated $206K sold.

Cordatus Wealth Management first reported a position in WFC in Q3 2020 and held it in 2 quarters. The position peaked at $274K in Q3 2020. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Cordatus Wealth Management reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 4,248 Wells Fargo shares in Q2 2022, an estimated $206K.
  • Cordatus Wealth Management first reported a position in Wells Fargo in Q3 2020 and held it in 2 quarters.
  • Cordatus Wealth Management's Wells Fargo position peaked at $274K in Q3 2020.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Cordatus Wealth Management's 13F filing for Q2 2022, filed 24 Aug 2022.