Evanson Asset Management’s Wells Fargo WFC Stock Holding History

Evanson Asset 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
2021 Q3	–	Sell	-700	Closed	-$2K	–	289
2021 Q2	$2K	Buy	+700	New	+$31.3K	﹤0.01%	273

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

Evanson Asset Management's WFC Position: Q2 2022 in Review

Evanson Asset Management sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 7,016 shares — an estimated $340K sold.

Evanson Asset Management first reported a position in WFC in Q4 2013 and held it in 34 quarters. The position peaked at $984K in Q4 2017. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Evanson Asset Management reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Evanson Asset Management sold 7,016 Wells Fargo shares in Q2 2022, an estimated $340K.
Evanson Asset Management first reported a position in Wells Fargo in Q4 2013 and held it in 34 quarters.
Evanson Asset Management's Wells Fargo position peaked at $984K in Q4 2017.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Evanson Asset Management's 13F filing for Q2 2022, filed 13 Jul 2022.