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ForthRight Wealth Management’s Wells Fargo WFC Stock Holding History

ForthRight 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
-212
Closed -$6K – 184
2020
Q4 		$6K Buy
+212
New +$5.49K ﹤0.01% 147

Other funds holding WFC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

ForthRight Wealth Management's WFC Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 212 shares — an estimated $6K sold.

ForthRight Wealth Management first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 212 Wells Fargo shares in Q1 2021, an estimated $6K.
  • ForthRight Wealth Management first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Wells Fargo position peaked at $6K in Q4 2020.
  • 1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.