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HC Financial Advisors’s Wells Fargo WFC Stock Holding History

HC Financial Advisors’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 		$154K Sell
3,942
-200
-5% -$8.78K 0.1% 86
2022
Q1 		$201K Sell
4,142
-290
-7% -$15.5K 0.12% 79
2021
Q4 		$213K Sell
4,432
-1,051
-19% -$51.7K 0.12% 82
2021
Q3 		$254K Sell
5,483
-33
-0.6% -$1.53K 0.15% 73
2021
Q2 		$250K Sell
5,516
-1,378
-20% -$61.5K 0.15% 74
2021
Q1 		$269K Sell
6,894
-326
-5% -$11.5K 0.16% 68
2020
Q4 		$218K Sell
7,220
-4,389
-38% -$114K 0.14% 71
2020
Q3 		$273K Sell
11,609
-10,285
-47% -$253K 0.2% 67
2020
Q2 		$560K Sell
21,894
-360
-2% -$9.85K 0.44% 58
2020
Q1 		$639K Sell
22,254
-2,135
-9% -$90.8K 0.57% 54
2019
Q4 		$1.31M Sell
24,389
-642
-3% -$33.6K 1.03% 41
2019
Q3 		$1.26M Sell
25,031
-2,157
-8% -$102K 1.08% 41
2019
Q2 		$1.29M Sell
27,188
-3,821
-12% -$179K 1.28% 36
2019
Q1 		$1.5M Buy
+31,009
New +$1.53M 1.57% 34
2018
Q4 		– Sell
-34,759
Closed -$1.83M – 65
2018
Q3 		$1.83M Sell
34,759
-1,279
-4% -$73K 1.62% 25
2018
Q2 		$2M Buy
36,038
+70
+0.2% +$3.75K 1.95% 17
2018
Q1 		$1.89M Sell
35,968
-821
-2% -$48.8K 1.86% 22
2017
Q4 		$2.23M Buy
+36,789
New +$2.08M 2.16% 14

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

HC Financial Advisors's WFC Position: Q2 2022 in Review

HC Financial Advisors reduced its Wells Fargo (WFC) stake by 4.8% in Q2 2022, selling an estimated $8.78K and leaving 3,942 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #86.

HC Financial Advisors first reported a position in WFC in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2017. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • HC Financial Advisors held 3,942 shares of Wells Fargo worth $154K as of Q2 2022.
  • HC Financial Advisors sold 200 Wells Fargo shares in Q2 2022, an estimated $8.78K.
  • Wells Fargo made up 0.1% of HC Financial Advisors's portfolio in Q2 2022, its #86 holding.
  • HC Financial Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Wells Fargo position peaked at $2.23M in Q4 2017.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.