Hollow Brook Wealth Management’s Wells Fargo WFC Stock Holding History

Hollow Brook 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
2023 Q1	–	Sell	-40,844	Closed	-$1.69M	–	89
2022 Q4	$1.69M	Buy	40,844 +657	+2%	+$29.1K	0.81%	34
2022 Q3	$1.62M	Buy	40,187 +40	+0.1%	+$1.72K	0.92%	29
2022 Q2	$1.57M	Sell	40,147 -568	-1%	-$24.9K	0.87%	30
2022 Q1	$1.97M	Sell	40,715 -209	-0.5%	-$11.2K	0.88%	27
2021 Q4	$1.96M	Buy	40,924 +1,995	+5%	+$98.2K	1.01%	25
2021 Q3	$1.81M	Sell	38,929 -947	-2%	-$43.8K	1.12%	25
2021 Q2	$1.81M	Buy	39,876 +217	+0.5%	+$9.69K	1.12%	24
2021 Q1	$1.55M	Buy	+39,659	New	+$1.4M	1.02%	26

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

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

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Hollow Brook Wealth Management's WFC Position: Q1 2023 in Review

Hollow Brook Wealth Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 40,844 shares — an estimated $1.69M sold.

Hollow Brook Wealth Management first reported a position in WFC in Q1 2021 and held it in 8 quarters. The position peaked at $1.97M in Q1 2022. 1,991 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Hollow Brook Wealth Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Hollow Brook Wealth Management sold 40,844 Wells Fargo shares in Q1 2023, an estimated $1.69M.
Hollow Brook Wealth Management first reported a position in Wells Fargo in Q1 2021 and held it in 8 quarters.
Hollow Brook Wealth Management's Wells Fargo position peaked at $1.97M in Q1 2022.
1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.