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Freedman Financial Associates’s Wells Fargo WFC Stock Holding History

Freedman Financial Associates’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
-1,664
Closed -$81K – 436
2022
Q1 		$81K Hold
1,664
– – 0.06% 143
2021
Q4 		$80K Hold
1,664
– – 0.05% 148
2021
Q3 		$77K Hold
1,664
– – 0.06% 143
2021
Q2 		$75K Hold
1,664
– – 0.06% 143
2021
Q1 		$65K Hold
1,664
– – 0.05% 163
2020
Q4 		$50K Buy
+1,664
New +$43.1K 0.04% 186

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Freedman Financial Associates's WFC Position: Q2 2022 in Review

Freedman Financial Associates sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 1,664 shares — an estimated $81K sold.

Freedman Financial Associates first reported a position in WFC in Q4 2020 and held it in 6 quarters. The position peaked at $81K in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Freedman Financial Associates reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,664 Wells Fargo shares in Q2 2022, an estimated $81K.
  • Freedman Financial Associates first reported a position in Wells Fargo in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Wells Fargo position peaked at $81K in Q1 2022.
  • 1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.