FEG
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Financial Enhancement Group’s Wells Fargo WFC Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-100
Closed -$4K – 326
2022
Q3 		$4K Hold
100
– – ﹤0.01% 217
2022
Q2 		$4K Hold
100
– – ﹤0.01% 213
2022
Q1 		$5K Hold
100
– – ﹤0.01% 211
2021
Q4 		$5K Hold
100
– – ﹤0.01% 221
2021
Q3 		$5K Hold
100
– – ﹤0.01% 227
2021
Q2 		$5K Hold
100
– – ﹤0.01% 213
2021
Q1 		$4K Hold
100
– – ﹤0.01% 222
2020
Q4 		$3K Sell
100
-55
-35% -$1.42K ﹤0.01% 246
2020
Q3 		$4K Sell
155
-631
-80% -$15.6K ﹤0.01% 194
2020
Q2 		$20K Hold
786
– – 0.01% 161
2020
Q1 		$23K Sell
786
-400
-34% -$17K 0.01% 162
2019
Q4 		$64K Hold
1,186
– – 0.02% 116
2019
Q3 		$60K Hold
1,186
– – 0.02% 118
2019
Q2 		$56K Buy
1,186
+7
+0.6% +$327 0.02% 118
2019
Q1 		$57K Sell
1,179
-115
-9% -$5.66K 0.02% 134
2018
Q4 		$68K Hold
1,294
– – 0.02% 117
2018
Q3 		$68K Buy
1,294
+207
+19% +$11.8K 0.02% 117
2018
Q2 		$60K Sell
1,087
-332
-23% -$17.8K 0.02% 114
2018
Q1 		$74K Buy
+1,419
New +$84.3K 0.03% 110

Other funds holding WFC

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Enhancement Group's WFC Position: Q4 2022 in Review

Financial Enhancement Group sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Financial Enhancement Group first reported a position in WFC in Q1 2018 and held it in 19 quarters. The position peaked at $74K in Q1 2018. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Financial Enhancement Group reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 100 Wells Fargo shares in Q4 2022, an estimated $4K.
  • Financial Enhancement Group first reported a position in Wells Fargo in Q1 2018 and held it in 19 quarters.
  • Financial Enhancement Group's Wells Fargo position peaked at $74K in Q1 2018.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.