Fortitude Advisory Group’s Wells Fargo WFC Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-3,090	Closed	-$150K	–	1295
2022 Q1	$150K	Buy	3,090 +121	+4%	+$6.48K	0.08%	256
2021 Q4	$143K	Buy	+2,969	New	+$146K	0.07%	273

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fortitude Advisory Group's WFC Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 3,090 shares — an estimated $150K sold.

Fortitude Advisory Group first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $150K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Fortitude Advisory Group reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 3,090 Wells Fargo shares in Q2 2022, an estimated $150K.
Fortitude Advisory Group first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Wells Fargo position peaked at $150K in Q1 2022.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.