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Financial Planning & Information Services’s Wells Fargo WFC Stock Holding History

Financial Planning & Information Services’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
Q2 		– Sell
-4,590
Closed -$222K – 83
2022
Q1 		$222K Sell
4,590
-42
-0.9% -$2.25K 0.05% 75
2021
Q4 		$222K Buy
4,632
+42
+0.9% +$2.07K 0.05% 75
2021
Q3 		$213K Buy
+4,590
New +$212K 0.06% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Financial Planning & Information Services's WFC Position: Q2 2022 in Review

Financial Planning & Information Services sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 4,590 shares — an estimated $222K sold.

Financial Planning & Information Services first reported a position in WFC in Q3 2021 and held it in 3 quarters. The position peaked at $222K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Financial Planning & Information Services reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Financial Planning & Information Services sold 4,590 Wells Fargo shares in Q2 2022, an estimated $222K.
  • Financial Planning & Information Services first reported a position in Wells Fargo in Q3 2021 and held it in 3 quarters.
  • Financial Planning & Information Services's Wells Fargo position peaked at $222K in Q1 2022.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Financial Planning & Information Services's 13F filing for Q2 2022, filed 19 Jul 2022.