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	-20,200	Closed	-$60K	–	135
2020 Q4	$60K	Hold	20,200	–	–	0.02%	118
2020 Q3	$99K	Buy	20,200 +2,000	+11%	+$49.3K	0.03%	92
2020 Q2	$105K	Buy	18,200 +3,700	+26%	+$101K	0.05%	99
2020 Q1	$142K	Sell	14,500 -9,300	-39%	-$395K	0.1%	87
2019 Q4	$37K	Hold	23,800	–	–	0.02%	109
2019 Q3	$62K	Hold	23,800	–	–	0.04%	103
2019 Q2	$84K	Buy	+23,800	New	+$1.11M	0.06%	104

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 2,066 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.
2,066 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.