FPW
WFC icon

Flagship Private Wealth’s Wells Fargo WFC Stock Holding History

Flagship Private Wealth’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 		– Sell
-326
Closed -$14.2K – 302
2021
Q2 		$14.2K Hold
326
– – 0.01% 210
2021
Q1 		$12.9K Sell
326
-700
-68% -$24.8K 0.01% 201
2020
Q4 		$31K Buy
+1,026
New +$26.6K 0.03% 139

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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

Flagship Private Wealth's WFC Position: Q3 2021 in Review

Flagship Private Wealth sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 326 shares — an estimated $14.2K sold.

Flagship Private Wealth first reported a position in WFC in Q4 2020 and held it in 3 quarters. The position peaked at $31K in Q4 2020. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Flagship Private Wealth reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 326 Wells Fargo shares in Q3 2021, an estimated $14.2K.
  • Flagship Private Wealth first reported a position in Wells Fargo in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Wells Fargo position peaked at $31K in Q4 2020.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.