FWM
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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
2021
Q1 		– Sell
-35,600
Closed -$17K – 134
2020
Q4 		$17K Buy
35,600
+2,000
+6% +$51.8K ﹤0.01% 123
2020
Q3 		$8K Buy
33,600
+5,500
+20% +$136K ﹤0.01% 103
2020
Q2 		$11K Buy
28,100
+11,100
+65% +$304K 0.01% 107
2020
Q1 		$7K Hold
17,000
– – ﹤0.01% 98
2019
Q4 		$32K Hold
17,000
– – 0.02% 111
2019
Q3 		$34K Hold
17,000
– – 0.02% 107
2019
Q2 		$22K Buy
+17,000
New +$795K 0.02% 109

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Dodge & Cox
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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