DSC Advisors’s Wells Fargo WFC Stock Holding History

DSC Advisors’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	-9,260	Closed	-$372K	–	91
2022 Q3	$372K	Sell	9,260 -2,111	-19%	-$90.7K	0.38%	53
2022 Q2	$445K	Sell	11,371 -162	-1%	-$7.11K	0.44%	41
2022 Q1	$559K	Buy	11,533 +7,237	+168%	+$387K	0.19%	44
2021 Q4	$206K	Sell	4,296 -396	-8%	-$19.5K	0.16%	68
2021 Q3	$218K	Buy	+4,692	New	+$217K	0.22%	66

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

DSC Advisors's WFC Position: Q4 2022 in Review

DSC Advisors sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 9,260 shares — an estimated $372K sold.

DSC Advisors first reported a position in WFC in Q3 2021 and held it in 5 quarters. The position peaked at $559K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

DSC Advisors reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
DSC Advisors sold 9,260 Wells Fargo shares in Q4 2022, an estimated $372K.
DSC Advisors first reported a position in Wells Fargo in Q3 2021 and held it in 5 quarters.
DSC Advisors's Wells Fargo position peaked at $559K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.