Daniel L. Goodwin’s Wells Fargo WFC Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$977K	Sell	23,900 -600	-2%	-$25.9K	0.47%	27
2023 Q2	$1.05M	Sell	24,500 -1,500	-6%	-$60.4K	0.5%	28
2023 Q1	$972K	Hold	26,000	–	–	0.49%	27
2022 Q4	$1.07M	Buy	26,000 +200	+0.8%	+$8.85K	0.54%	27
2022 Q3	$1.04M	Hold	25,800	–	–	0.6%	24
2022 Q2	$1.01M	Hold	25,800	–	–	0.56%	26
2022 Q1	$1.25M	Buy	25,800 +100	+0.4%	+$5.35K	0.54%	24
2021 Q4	$1.23M	Hold	25,700	–	–	0.54%	28
2021 Q3	$1.19M	Hold	25,700	–	–	0.55%	29
2021 Q2	$1.16M	Hold	25,700	–	–	0.55%	28
2021 Q1	$1M	Hold	25,700	–	–	0.52%	35
2020 Q4	$775K	Sell	25,700 -2,400	-9%	-$62.1K	0.46%	41
2020 Q3	$662K	Hold	28,100	–	–	0.46%	40
2020 Q2	$719K	Sell	28,100 -500	-2%	-$13.7K	0.45%	39
2020 Q1	$820K	Hold	28,600	–	–	0.66%	33
2019 Q4	$1.54M	Sell	28,600 -200	-0.7%	-$10.5K	0.67%	21
2019 Q3	$1.45M	Hold	28,800	–	–	0.66%	20
2019 Q2	$1.36M	Hold	28,800	–	–	0.62%	22
2019 Q1	$1.39M	Hold	28,800	–	–	0.64%	21
2018 Q4	$1.33M	Hold	28,800	–	–	0.7%	19
2018 Q3	$1.51M	Hold	28,800	–	–	0.72%	17
2018 Q2	$1.6M	Hold	28,800	–	–	0.74%	15
2018 Q1	$1.51M	Hold	28,800	–	–	0.74%	15
2017 Q4	$1.75M	Hold	28,800	–	–	0.76%	14
2017 Q3	$1.59M	Sell	28,800 -1,200	-4%	-$63.8K	0.71%	16
2017 Q2	$1.66M	Hold	30,000	–	–	0.75%	16
2017 Q1	$1.67M	Hold	30,000	–	–	0.7%	17
2016 Q4	$1.65M	Hold	30,000	–	–	0.66%	17
2016 Q3	$1.33M	Hold	30,000	–	–	0.47%	22
2016 Q2	$1.42M	Hold	30,000	–	–	0.46%	22
2016 Q1	$1.45M	Buy	30,000 +10,000	+50%	+$490K	0.34%	18
2015 Q4	$1.09M	Hold	20,000	–	–	0.26%	28
2015 Q3	$1.03M	Hold	20,000	–	–	0.28%	29
2015 Q2	$1.13M	Hold	20,000	–	–	0.3%	24
2015 Q1	$1.09M	Hold	20,000	–	–	0.24%	32
2014 Q4	$1.1M	Hold	20,000	–	–	0.2%	45
2014 Q3	$1.04M	Sell	20,000 -7,500	-27%	-$386K	0.23%	39
2014 Q2	$1.45M	Hold	27,500	–	–	0.26%	34
2014 Q1	$1.37M	Sell	27,500 -29,000	-51%	-$1.35M	0.25%	36
2013 Q4	$2.57M	Hold	56,500	–	–	0.49%	21
2013 Q3	$2.33M	Hold	56,500	–	–	0.47%	23
2013 Q2	$2.33M	Buy	+56,500	New	+$2.2M	0.45%	24

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Daniel L. Goodwin's WFC Position: Q3 2023 in Review

Daniel L. Goodwin reduced its Wells Fargo (WFC) stake by 2.4% in Q3 2023, selling an estimated $25.9K and leaving 23,900 shares worth $977K. The position accounts for 0.47% of the portfolio, ranked #27.

Daniel L. Goodwin first reported a position in WFC in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.57M in Q4 2013. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Daniel L. Goodwin held 23,900 shares of Wells Fargo worth $977K as of Q3 2023.
Daniel L. Goodwin sold 600 Wells Fargo shares in Q3 2023, an estimated $25.9K.
Wells Fargo made up 0.47% of Daniel L. Goodwin's portfolio in Q3 2023, its #27 holding.
Daniel L. Goodwin first reported a position in Wells Fargo in Q2 2013 and has held it in 42 quarters since.
Daniel L. Goodwin's Wells Fargo position peaked at $2.57M in Q4 2013.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.