Curi Wealth Management’s Wells Fargo WFC Stock Holding History

Curi 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 Q3	–	Sell	-490	Closed	-$19K	–	700
2022 Q2	$19K	Sell	490 -1,175	-71%	-$51.6K	﹤0.01%	314
2022 Q1	$80K	Buy	1,665 +1,300	+356%	+$69.6K	0.01%	177
2021 Q4	$17K	Buy	+365	New	+$18K	﹤0.01%	266
2021 Q1	–	Sell	-531	Closed	-$16K	–	490
2020 Q4	$16K	Buy	+531	New	+$13.7K	0.01%	213

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

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

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

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

Curi Wealth Management's WFC Position: Q3 2022 in Review

Curi Wealth Management sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 490 shares — an estimated $19K sold.

Curi Wealth Management first reported a position in WFC in Q4 2020 and held it in 4 quarters. The position peaked at $80K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Curi Wealth Management reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 490 Wells Fargo shares in Q3 2022, an estimated $19K.
Curi Wealth Management first reported a position in Wells Fargo in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Wells Fargo position peaked at $80K in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.