Disciplined Investments’s Wells Fargo WFC Stock Holding History

Disciplined Investments’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	–	Sell	-179	Closed	-$7.64K	–	1545
2023 Q2	$7.64K	Sell	179 -63	-26%	-$2.54K	﹤0.01%	353
2023 Q1	$9.05K	Buy	242 +75	+45%	+$3.27K	﹤0.01%	357
2022 Q4	$6.89K	Sell	167 -18	-10%	-$797	﹤0.01%	359
2022 Q3	$7K	Buy	185 +48	+35%	+$2.06K	﹤0.01%	396
2022 Q2	$5K	Sell	137 -61	-31%	-$2.68K	﹤0.01%	456
2022 Q1	$10K	Buy	198 +173	+692%	+$9.26K	﹤0.01%	380
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	481
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	431
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	415
2021 Q1	$1K	Sell	25 -199	-89%	-$7.04K	﹤0.01%	381
2020 Q4	$7K	Hold	224	–	–	﹤0.01%	248
2020 Q3	$5K	Sell	224 -25	-10%	-$616	﹤0.01%	304
2020 Q2	$6K	Hold	249	–	–	﹤0.01%	306
2020 Q1	$7K	Buy	249 +205	+466%	+$8.71K	0.01%	299
2019 Q4	$2K	Buy	+44	New	+$2.31K	﹤0.01%	392

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

Disciplined Investments's WFC Position: Q3 2023 in Review

Disciplined Investments sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 179 shares — an estimated $7.64K sold.

Disciplined Investments first reported a position in WFC in Q4 2019 and held it in 15 quarters. The position peaked at $10K in Q1 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Disciplined Investments reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 179 Wells Fargo shares in Q3 2023, an estimated $7.64K.
Disciplined Investments first reported a position in Wells Fargo in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Wells Fargo position peaked at $10K in Q1 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.