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Halpern Financial’s Wells Fargo WFC Stock Holding History

Halpern 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 		– Sell
-368
Closed -$14.4K – 317
2022
Q2 		$14.4K Hold
368
– – 0.01% 139
2022
Q1 		$17.8K Hold
368
– – 0.01% 147
2021
Q4 		$17.7K Hold
368
– – 0.01% 151
2021
Q3 		$17.1K Hold
368
– – 0.01% 131
2021
Q2 		$16.7K Hold
368
– – 0.01% 118
2021
Q1 		$14.4K Buy
+368
New +$13K 0.01% 116

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

Halpern Financial's WFC Position: Q3 2022 in Review

Halpern Financial sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 368 shares — an estimated $14.4K sold.

Halpern Financial first reported a position in WFC in Q1 2021 and held it in 6 quarters. The position peaked at $17.8K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Halpern Financial reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • Halpern Financial sold 368 Wells Fargo shares in Q3 2022, an estimated $14.4K.
  • Halpern Financial first reported a position in Wells Fargo in Q1 2021 and held it in 6 quarters.
  • Halpern Financial's Wells Fargo position peaked at $17.8K in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.