Coury Firm Asset Management’s Wells Fargo WFC Stock Holding History

Coury Firm Asset 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 Q4	–	Sell	-20,000	Closed	-$804K	–	50
2022 Q3	$804K	Hold	20,000	–	–	1.21%	16
2022 Q2	$783K	Hold	20,000	–	–	1.04%	18
2022 Q1	$969K	Hold	20,000	–	–	0.84%	20
2021 Q4	$960K	Buy	+20,000	New	+$985K	0.73%	22

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Coury Firm Asset Management's WFC Position: Q4 2022 in Review

Coury Firm Asset Management sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 20,000 shares — an estimated $804K sold.

Coury Firm Asset Management first reported a position in WFC in Q4 2021 and held it in 4 quarters. The position peaked at $969K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Coury Firm Asset Management reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Coury Firm Asset Management sold 20,000 Wells Fargo shares in Q4 2022, an estimated $804K.
Coury Firm Asset Management first reported a position in Wells Fargo in Q4 2021 and held it in 4 quarters.
Coury Firm Asset Management's Wells Fargo position peaked at $969K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Coury Firm Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.