Elmwood Wealth Management’s Wells Fargo WFC Stock Holding History

Elmwood 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
2022 Q1	–	Sell	-393	Closed	-$19K	–	336
2021 Q4	$19K	Buy	+393	New	+$19.3K	0.01%	252
2020 Q2	–	Sell	-171	Closed	-$8.96K	–	355
2020 Q1	$8.96K	Buy	+171	New	+$7.27K	0.01%	199
2019 Q4	–	Sell	-171	Closed	-$9K	–	248
2019 Q3	$9K	Sell	171 -1,738	-91%	-$81.9K	0.01%	188
2019 Q2	$90K	Sell	1,909 -2,113	-53%	-$98.8K	0.08%	109
2019 Q1	$194K	Buy	4,022 +3,851	+2,252%	+$189K	0.18%	85
2018 Q4	$8K	Hold	171	–	–	0.01%	207
2018 Q3	$8.99K	Hold	171	–	–	0.01%	205
2018 Q2	$9.48K	Hold	171	–	–	0.01%	200
2018 Q1	$8.96K	Buy	+171	New	+$10.2K	0.01%	199

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

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

Elmwood Wealth Management sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 393 shares — an estimated $19K sold.

Elmwood Wealth Management first reported a position in WFC in Q1 2018 and held it in 9 quarters. The position peaked at $194K in Q1 2019. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Elmwood Wealth Management reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 393 Wells Fargo shares in Q1 2022, an estimated $19K.
Elmwood Wealth Management first reported a position in Wells Fargo in Q1 2018 and held it in 9 quarters.
Elmwood Wealth Management's Wells Fargo position peaked at $194K in Q1 2019.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.