Dixon Hubard Feinour & Brown’s Wells Fargo WFC Stock Holding History

Dixon Hubard Feinour & Brown’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	$346K	Sell	8,834 -666	-7%	-$29.2K	0.04%	227
2022 Q1	$460K	Buy	9,500 +38	+0.4%	+$2.03K	0.05%	224
2021 Q4	$454K	Buy	+9,462	New	+$466K	0.04%	221
2020 Q1	–	Sell	-4,850	Closed	-$261K	–	187
2019 Q4	$261K	Buy	4,850 +375	+8%	+$19.6K	0.07%	154
2019 Q3	$226K	Sell	4,475 -41	-0.9%	-$1.93K	0.06%	157
2019 Q2	$214K	Sell	4,516 -1,661	-27%	-$77.7K	0.06%	164
2019 Q1	$298K	Hold	6,177	–	–	0.09%	131
2018 Q4	$285K	Hold	6,177	–	–	0.11%	124
2018 Q3	$325K	Hold	6,177	–	–	0.09%	129
2018 Q2	$342K	Sell	6,177 -1,082	-15%	-$58K	0.1%	122
2018 Q1	$380K	Buy	7,259 +25	+0.3%	+$1.49K	0.11%	125
2017 Q4	$439K	Sell	7,234 -23	-0.3%	-$1.3K	0.12%	117
2017 Q3	$400K	Sell	7,257 -50	-0.7%	-$2.66K	0.11%	125
2017 Q2	$405K	Buy	7,307 +1,500	+26%	+$80.4K	0.12%	123
2017 Q1	$323K	Buy	5,807 +300	+5%	+$17K	0.1%	131
2016 Q4	$303K	Sell	5,507 -2,323	-30%	-$117K	0.1%	133
2016 Q3	$347K	Hold	7,830	–	–	0.11%	127
2016 Q2	$371K	Hold	7,830	–	–	0.12%	124
2016 Q1	$391K	Buy	7,830 +1,374	+21%	+$67.3K	0.13%	123
2015 Q4	$351K	Hold	6,456	–	–	0.11%	125
2015 Q3	$332K	Sell	6,456 -87	-1%	-$4.78K	0.12%	121
2015 Q2	$368K	Sell	6,543 -760	-10%	-$42.4K	0.11%	125
2015 Q1	$397K	Sell	7,303 -5,969	-45%	-$323K	0.12%	126
2014 Q4	$728K	Sell	13,272 -192	-1%	-$10.2K	0.23%	98
2014 Q3	$698K	Hold	13,464	–	–	0.23%	96
2014 Q2	$708K	Buy	13,464 +166	+1%	+$8.35K	0.23%	97
2014 Q1	$661K	Hold	13,298	–	–	0.23%	101
2013 Q4	$604K	Sell	13,298 -500	-4%	-$21.6K	0.22%	102
2013 Q3	$570K	Hold	13,798	–	–	0.24%	92
2013 Q2	$569K	Buy	+13,798	New	+$538K	0.25%	83

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

Dixon Hubard Feinour & Brown's WFC Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Wells Fargo (WFC) stake by 7% in Q2 2022, selling an estimated $29.2K and leaving 8,834 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #227.

Dixon Hubard Feinour & Brown first reported a position in WFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $728K in Q4 2014. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Dixon Hubard Feinour & Brown held 8,834 shares of Wells Fargo worth $346K as of Q2 2022.
Dixon Hubard Feinour & Brown sold 666 Wells Fargo shares in Q2 2022, an estimated $29.2K.
Wells Fargo made up 0.04% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #227 holding.
Dixon Hubard Feinour & Brown first reported a position in Wells Fargo in Q2 2013 and has held it in 30 quarters since.
Dixon Hubard Feinour & Brown's Wells Fargo position peaked at $728K in Q4 2014.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.