Herold Advisors’s Wells Fargo WFC Stock Holding History

Herold 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	–	Sell	-350	Closed	-$17K	–	676
2022 Q1	$17K	Buy	+350	New	+$18.7K	0.01%	535
2021 Q4	–	Sell	-100	Closed	-$4K	–	649
2021 Q3	$4K	Buy	+100	New	+$4.63K	﹤0.01%	681

Other funds holding WFC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Herold Advisors's WFC Position: Q2 2022 in Review

Herold Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 350 shares — an estimated $17K sold.

Herold Advisors first reported a position in WFC in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Herold Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 350 Wells Fargo shares in Q2 2022, an estimated $17K.
Herold Advisors first reported a position in Wells Fargo in Q3 2021 and held it in 2 quarters.
Herold Advisors's Wells Fargo position peaked at $17K in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.