Edge Wealth Management’s Wells Fargo WFC Stock Holding History

Edge 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
2019 Q3	–	Sell	-100	Closed	-$2K	–	643
2019 Q2	$2K	Buy	+100	New	+$4.68K	﹤0.01%	543

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Edge Wealth Management's WFC Position: Q1 2022 in Review

Edge Wealth Management sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 4,050 shares — an estimated $194K sold.

Edge Wealth Management first reported a position in WFC in Q2 2013 and held it in 34 quarters. The position peaked at $2.3M in Q1 2017. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Edge Wealth Management reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 4,050 Wells Fargo shares in Q1 2022, an estimated $194K.
Edge Wealth Management first reported a position in Wells Fargo in Q2 2013 and held it in 34 quarters.
Edge Wealth Management's Wells Fargo position peaked at $2.3M in Q1 2017.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.