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

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.