Enlightenment Research’s Wells Fargo WFC Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-8,002	Closed	-$313K	–	161
2022 Q2	$313K	Sell	8,002 -24,298	-75%	-$1.07M	0.67%	61
2022 Q1	$1.56M	Buy	+32,300	New	+$1.73M	2.08%	7
2021 Q3	–	Sell	-8,100	Closed	-$367K	–	211
2021 Q2	$367K	Buy	+8,100	New	+$362K	0.47%	66
2021 Q1	–	Sell	-12,600	Closed	-$380K	–	198
2020 Q4	$380K	Buy	+12,600	New	+$326K	0.54%	50
2020 Q3	–	Sell	-28,300	Closed	-$724K	–	124
2020 Q2	$724K	Buy	+28,300	New	+$774K	1.73%	19
2019 Q4	–	Sell	-13,200	Closed	-$666K	–	125
2019 Q3	$666K	Buy	+13,200	New	+$622K	1.48%	18

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

Enlightenment Research's WFC Position: Q3 2022 in Review

Enlightenment Research sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 8,002 shares — an estimated $313K sold.

Enlightenment Research first reported a position in WFC in Q3 2019 and held it in 6 quarters. The position peaked at $1.56M in Q1 2022. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Enlightenment Research reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 8,002 Wells Fargo shares in Q3 2022, an estimated $313K.
Enlightenment Research first reported a position in Wells Fargo in Q3 2019 and held it in 6 quarters.
Enlightenment Research's Wells Fargo position peaked at $1.56M in Q1 2022.
1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.