Equitec Proprietary Markets’s Wells Fargo WFC Stock Holding History

Equitec Proprietary Markets’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	-2,400	Closed	-$115K	–	423
2021 Q4	$115K	Buy	+2,400	New	+$118K	0.02%	152
2015 Q1	–	Sell	-42,617	Closed	-$2.34M	–	537
2014 Q4	$2.34M	Buy	+42,617	New	+$2.26M	0.1%	45

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

Equitec Proprietary Markets's WFC Position: Q1 2022 in Review

Equitec Proprietary Markets sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 2,400 shares — an estimated $115K sold.

Equitec Proprietary Markets first reported a position in WFC in Q4 2014 and held it in 2 quarters. The position peaked at $2.34M in Q4 2014. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Equitec Proprietary Markets reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Equitec Proprietary Markets sold 2,400 Wells Fargo shares in Q1 2022, an estimated $115K.
Equitec Proprietary Markets first reported a position in Wells Fargo in Q4 2014 and held it in 2 quarters.
Equitec Proprietary Markets's Wells Fargo position peaked at $2.34M in Q4 2014.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Equitec Proprietary Markets's 13F filing for Q1 2022, filed 22 Apr 2022.