Holloway Wealth Management’s Wells Fargo WFC Stock Holding History

Holloway 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
2021 Q4	–	Hold	0	–	–	–	195
2021 Q3	–	Hold	0	–	–	–	210
2021 Q2	–	Hold	0	–	–	–	220
2019 Q3	–	Hold	0	–	–	–	158
2019 Q2	–	Hold	0	–	–	–	211
2019 Q1	–	Hold	0	–	–	–	164
2018 Q4	–	Hold	0	–	–	–	139
2018 Q3	–	Hold	0	–	–	–	152
2018 Q2	–	Hold	0	–	–	–	150
2018 Q1	–	Hold	0	–	–	–	173
2017 Q4	–	Hold	0	–	–	–	139
2017 Q3	–	Hold	0	–	–	–	132
2017 Q2	–	Hold	0	–	–	–	136
2017 Q1	–	Hold	0	–	–	–	134
2016 Q4	–	Hold	0	–	–	–	139

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

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

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

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

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return