Foresight Wealth Management’s Wells Fargo WFC Stock Holding History

Foresight 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
2022 Q4	–	Sell	-18,664	Closed	-$751K	–	109
2022 Q3	$751K	Sell	18,664 -107	-0.6%	-$4.6K	0.17%	54
2022 Q2	$735K	Hold	18,771	–	–	0.15%	59
2022 Q1	$910K	Buy	18,771 +1	+0%	+$54	0.17%	50
2021 Q4	$901K	Buy	18,770 +1	+0%	+$49	0.01%	50
2021 Q3	$871K	Buy	18,769 +310	+2%	+$14.3K	0.17%	43
2021 Q2	$836K	Hold	18,459	–	–	0.19%	52
2021 Q1	$721K	Sell	18,459 -601	-3%	-$21.3K	0.18%	55
2020 Q4	$575K	Sell	19,060 -5,646	-23%	-$146K	0.15%	58
2020 Q3	$581K	Buy	24,706 +4,525	+22%	+$112K	0.19%	54
2020 Q2	$517K	Buy	20,181 +1,642	+9%	+$44.9K	0.24%	55
2020 Q1	$532K	Hold	18,539	–	–	0.37%	47
2019 Q4	$997K	Buy	18,539 +5	+0%	+$262	0.61%	34
2019 Q3	$935K	Buy	18,534 +66	+0.4%	+$3.11K	0.67%	35
2019 Q2	$874K	Buy	18,468 +13,511	+273%	+$632K	0.66%	38
2019 Q1	$240K	Hold	4,957	–	–	0.21%	80
2018 Q4	$228K	Buy	+4,957	New	+$254K	0.24%	76

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 $2.3T AUM 54.33% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Foresight Wealth Management's WFC Position: Q4 2022 in Review

Foresight Wealth Management sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 18,664 shares — an estimated $751K sold.

Foresight Wealth Management first reported a position in WFC in Q4 2018 and held it in 16 quarters. The position peaked at $997K in Q4 2019. 2,068 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Foresight Wealth Management reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Foresight Wealth Management sold 18,664 Wells Fargo shares in Q4 2022, an estimated $751K.
Foresight Wealth Management first reported a position in Wells Fargo in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's Wells Fargo position peaked at $997K in Q4 2019.
2,068 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.