FourThought Financial’s Wells Fargo WFC Stock Holding History

FourThought Financial’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 Q3	$117K	Buy	2,912 +12	+0.4%	+$516	0.02%	404
2022 Q2	$114K	Buy	2,900 +10	+0.3%	+$439	0.02%	404
2022 Q1	$140K	Buy	2,890 +8	+0.3%	+$428	0.02%	399
2021 Q4	$138K	Sell	2,882 -248	-8%	-$12.2K	0.02%	404
2021 Q3	$145K	Hold	3,130	–	–	0.02%	404
2021 Q2	$141K	Hold	3,130	–	–	0.02%	420
2021 Q1	$122K	Buy	3,130 +248	+9%	+$8.78K	0.02%	452
2020 Q4	$86K	Buy	+2,882	New	+$74.6K	0.01%	519

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

FourThought Financial's WFC Position: Q3 2022 in Review

FourThought Financial increased its Wells Fargo (WFC) stake by 0.41% in Q3 2022, buying an estimated $516 and bringing the position to 2,912 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #404.

FourThought Financial first reported a position in WFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $145K in Q3 2021. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

FourThought Financial held 2,912 shares of Wells Fargo worth $117K as of Q3 2022.
FourThought Financial bought 12 Wells Fargo shares in Q3 2022, an estimated $516.
Wells Fargo made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #404 holding.
FourThought Financial first reported a position in Wells Fargo in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Wells Fargo position peaked at $145K in Q3 2021.
1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.