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Filbrandt Wealth Management’s Wells Fargo WFC Stock Holding History

Filbrandt 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
2021
Q3 		$3K Buy
+54
New +$2.5K ﹤0.01% 168
2020
Q3 		– Sell
-1,000
Closed -$26K – 357
2020
Q2 		$26K Buy
+1,000
New +$27.4K 0.02% 176

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Filbrandt Wealth Management's WFC Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Wells Fargo (WFC) in Q3 2021: 54 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #168 among its holdings. This is a return to the name: Filbrandt Wealth Management previously reported a position in WFC as recently as Q2 2020.

Filbrandt Wealth Management first reported a position in WFC in Q2 2020 and has held it in 2 quarters since. The position peaked at $26K in Q2 2020. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Filbrandt Wealth Management held 54 shares of Wells Fargo worth $3K as of Q3 2021.
  • Wells Fargo was a new Filbrandt Wealth Management position in Q3 2021.
  • Wells Fargo made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #168 holding.
  • Filbrandt Wealth Management first reported a position in Wells Fargo in Q2 2020 and has held it in 2 quarters since.
  • Filbrandt Wealth Management's Wells Fargo position peaked at $26K in Q2 2020.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.