Evolution Wealth Advisors’s Wells Fargo WFC Stock Holding History

Evolution Wealth Advisors’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 Q4	–	Sell	-1,207	Closed	-$56K	–	628
2021 Q3	$56K	Sell	1,207 -3,901	-76%	-$181K	0.01%	198
2021 Q2	$231K	Buy	5,108 +4,800	+1,558%	+$214K	0.05%	108
2021 Q1	$12K	Hold	308	–	–	﹤0.01%	391
2020 Q4	$9K	Sell	308 -3,728	-92%	-$96.5K	﹤0.01%	370
2020 Q3	$95K	Buy	4,036 +1,834	+83%	+$45.2K	0.03%	146
2020 Q2	$56K	Buy	2,202 +1,946	+760%	+$53.2K	0.02%	135
2020 Q1	$7K	Sell	256 -306	-54%	-$13K	﹤0.01%	233
2019 Q4	$30K	Buy	562 +306	+120%	+$16K	0.01%	191
2019 Q3	$13K	Sell	256 -280	-52%	-$13.2K	0.01%	144
2019 Q2	$25K	Buy	+536	New	+$25.1K	0.01%	117

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Evolution Wealth Advisors's WFC Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 1,207 shares — an estimated $56K sold.

Evolution Wealth Advisors first reported a position in WFC in Q2 2019 and held it in 10 quarters. The position peaked at $231K in Q2 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Evolution Wealth Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 1,207 Wells Fargo shares in Q4 2021, an estimated $56K.
Evolution Wealth Advisors first reported a position in Wells Fargo in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Wells Fargo position peaked at $231K in Q2 2021.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.