Frontier Wealth Management’s Wells Fargo WFC Stock Holding History

Frontier 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
2022 Q2	$597K	Sell	15,245 -3,598	-19%	-$158K	0.04%	224
2022 Q1	$912K	Sell	18,843 -7,118	-27%	-$381K	0.01%	190
2021 Q4	$1.25M	Sell	25,961 -6,869	-21%	-$338K	0.08%	155
2021 Q3	$1.52M	Buy	32,830 +1,294	+4%	+$59.9K	0.11%	143
2021 Q2	$1.43M	Buy	31,536 +1,396	+5%	+$62.3K	0.1%	148
2021 Q1	$1.18M	Sell	30,140 -885	-3%	-$31.3K	0.09%	149
2020 Q4	$936K	Sell	31,025 -23,829	-43%	-$617K	0.08%	166
2020 Q3	$1.29M	Buy	54,854 +9,307	+20%	+$229K	0.12%	125
2020 Q2	$1.17M	Sell	45,547 -35,777	-44%	-$979K	0.11%	128
2020 Q1	$2.33M	Buy	81,324 +3,121	+4%	+$133K	0.38%	71
2019 Q4	$4.21M	Sell	78,203 -17,368	-18%	-$910K	0.67%	34
2019 Q3	$4.82M	Buy	95,571 +25,012	+35%	+$1.18M	0.71%	34
2019 Q2	$3.34M	Sell	70,559 -5,061	-7%	-$237K	0.49%	46
2019 Q1	$3.65M	Sell	75,620 -6,093	-7%	-$300K	0.5%	46
2018 Q4	$3.77M	Buy	81,713 +14,104	+21%	+$722K	0.57%	41
2018 Q3	$3.55M	Sell	67,609 -13,490	-17%	-$770K	0.34%	50
2018 Q2	$4.5M	Sell	81,099 -3,748	-4%	-$201K	0.64%	31
2018 Q1	$4.45M	Sell	84,847 -248	-0.3%	-$14.7K	0.62%	40
2017 Q4	$5.16M	Sell	85,095 -14,995	-15%	-$847K	0.83%	23
2017 Q3	$5.52M	Buy	100,090 +2,841	+3%	+$151K	0.8%	26
2017 Q2	$5.39M	Buy	97,249 +1,281	+1%	+$68.6K	0.83%	28
2017 Q1	$5.34M	Sell	95,968 -2,544	-3%	-$144K	0.82%	29
2016 Q4	$5.43M	Buy	98,512 +24,744	+34%	+$1.24M	0.89%	23
2016 Q3	$3.27M	Sell	73,768 -9,932	-12%	-$475K	0.5%	49
2016 Q2	$3.96M	Buy	83,700 +17,833	+27%	+$869K	0.63%	35
2016 Q1	$3.19M	Buy	65,867 +7,411	+13%	+$363K	0.27%	49
2015 Q4	$3.18M	Buy	58,456 +3,067	+6%	+$167K	0.51%	48
2015 Q3	$2.84M	Buy	55,389 +32,151	+138%	+$1.77M	0.45%	60
2015 Q2	$1.31M	Buy	23,238 +11,863	+104%	+$661K	0.2%	105
2015 Q1	$619K	Sell	11,375 -420	-4%	-$22.7K	0.1%	143
2014 Q4	$647K	Buy	+11,795	New	+$624K	0.12%	117

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Frontier Wealth Management's WFC Position: Q2 2022 in Review

Frontier Wealth Management reduced its Wells Fargo (WFC) stake by 19% in Q2 2022, selling an estimated $158K and leaving 15,245 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #224.

Frontier Wealth Management first reported a position in WFC in Q4 2014 and has held it in 31 quarters since. The position peaked at $5.52M in Q3 2017. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Frontier Wealth Management held 15,245 shares of Wells Fargo worth $597K as of Q2 2022.
Frontier Wealth Management sold 3,598 Wells Fargo shares in Q2 2022, an estimated $158K.
Wells Fargo made up 0.04% of Frontier Wealth Management's portfolio in Q2 2022, its #224 holding.
Frontier Wealth Management first reported a position in Wells Fargo in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Wells Fargo position peaked at $5.52M in Q3 2017.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.