FormulaFolio Investments’s Wells Fargo WFC Stock Holding History

FormulaFolio Investments’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 Q2	$15K	Hold	340	–	–	0.01%	212
2021 Q1	$16K	Sell	340 -14,348	-98%	-$508K	0.01%	208
2020 Q4	$443K	Buy	+14,688	New	+$380K	0.01%	460
2020 Q1	–	Sell	-4,332	Closed	-$233K	–	381
2019 Q4	$233K	Sell	4,332 -915	-17%	-$47.9K	0.01%	336
2019 Q3	$265K	Sell	5,247 -1,443	-22%	-$68K	0.01%	300
2019 Q2	$317K	Buy	6,690 +848	+15%	+$39.7K	0.01%	268
2019 Q1	$282K	Sell	5,842 -10,642	-65%	-$523K	0.01%	273
2018 Q4	$866K	Hold	16,484	–	–	0.04%	154
2018 Q3	$866K	Sell	16,484 -555	-3%	-$31.7K	0.04%	154
2018 Q2	$945K	Buy	17,039 +3,566	+26%	+$191K	0.05%	134
2018 Q1	$706K	Buy	13,473 +7,398	+122%	+$439K	0.04%	143
2017 Q4	$369K	Buy	6,075 +1,455	+31%	+$82.2K	0.02%	203
2017 Q3	$255K	Sell	4,620 -701	-13%	-$37.3K	0.02%	197
2017 Q2	$295K	Buy	5,321 +234	+5%	+$12.5K	0.03%	172
2017 Q1	$283K	Sell	5,087 -686	-12%	-$38.9K	0.03%	169
2016 Q4	$318K	Buy	5,773 +889	+18%	+$44.7K	0.04%	138
2016 Q3	$216K	Buy	+4,884	New	+$234K	0.03%	131

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FormulaFolio Investments's WFC Position: Q2 2021 in Review

FormulaFolio Investments held its Wells Fargo (WFC) position steady in Q2 2021 at 340 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #212.

FormulaFolio Investments first reported a position in WFC in Q3 2016 and has held it in 17 quarters since. The position peaked at $945K in Q2 2018. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

FormulaFolio Investments held 340 shares of Wells Fargo worth $15K as of Q2 2021.
FormulaFolio Investments left its Wells Fargo share count unchanged in Q2 2021.
Wells Fargo made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #212 holding.
FormulaFolio Investments first reported a position in Wells Fargo in Q3 2016 and has held it in 17 quarters since.
FormulaFolio Investments's Wells Fargo position peaked at $945K in Q2 2018.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.