GIA
WFC icon

Goodwin Investment Advisory’s Wells Fargo WFC Stock Holding History

Goodwin Investment Advisory’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
-140
Closed -$7K – 234
2022
Q1 		$7K Sell
140
-100
-42% -$5.35K ﹤0.01% 160
2021
Q4 		$12K Buy
+240
New +$11.8K 0.01% 120

Other funds holding WFC

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

Goodwin Investment Advisory's WFC Position: Q2 2022 in Review

Goodwin Investment Advisory sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 140 shares — an estimated $7K sold.

Goodwin Investment Advisory first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Goodwin Investment Advisory reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 140 Wells Fargo shares in Q2 2022, an estimated $7K.
  • Goodwin Investment Advisory first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
  • Goodwin Investment Advisory's Wells Fargo position peaked at $12K in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

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