First National Bank of South Miami’s Wells Fargo WFC Stock Holding History

First National Bank of South Miami’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
2023 Q2	–	Sell	-200	Closed	-$7.48K	–	266
2023 Q1	$7.48K	Hold	200	–	–	0.01%	246
2022 Q4	$8K	Hold	200	–	–	0.01%	250
2022 Q3	$8K	Hold	200	–	–	0.01%	252
2022 Q2	$8K	Hold	200	–	–	0.01%	266
2022 Q1	$10K	Hold	200	–	–	0.01%	285
2021 Q4	$10K	Hold	200	–	–	0.01%	305
2021 Q3	$9K	Hold	200	–	–	0.01%	289
2021 Q2	$9K	Hold	200	–	–	0.01%	285
2021 Q1	$8K	Hold	200	–	–	0.01%	271
2020 Q4	$6K	Sell	200 -200	-50%	-$5.18K	0.01%	262
2020 Q3	$10K	Buy	400 +200	+100%	+$4.93K	0.01%	226
2020 Q2	$5K	Hold	200	–	–	0.01%	256
2020 Q1	$6K	Hold	200	–	–	0.01%	241
2019 Q4	$11K	Hold	200	–	–	0.01%	223
2019 Q3	$9K	Sell	200 -44	-18%	-$2.07K	0.01%	246
2019 Q2	$12K	Sell	244 -1,339	-85%	-$62.6K	0.01%	234
2019 Q1	$77K	Hold	1,583	–	–	0.07%	154
2018 Q4	$78K	Buy	+1,583	New	+$81.1K	0.08%	153

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First National Bank of South Miami's WFC Position: Q2 2023 in Review

First National Bank of South Miami sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 200 shares — an estimated $7.48K sold.

First National Bank of South Miami first reported a position in WFC in Q4 2018 and held it in 18 quarters. The position peaked at $78K in Q4 2018. 1,990 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

First National Bank of South Miami reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
First National Bank of South Miami sold 200 Wells Fargo shares in Q2 2023, an estimated $7.48K.
First National Bank of South Miami first reported a position in Wells Fargo in Q4 2018 and held it in 18 quarters.
First National Bank of South Miami's Wells Fargo position peaked at $78K in Q4 2018.
1,990 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.