Hoover Financial Advisors’s Wells Fargo WFC Stock Holding History

Hoover 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
2021 Q2	$38K	Hold	850	–	–	0.01%	321
2021 Q1	$39K	Hold	850	–	–	0.01%	283
2020 Q4	$30K	Buy	+850	New	+$22K	0.01%	285
2020 Q3	–	Sell	-1,450	Closed	-$37K	–	480
2020 Q2	$37K	Buy	+1,450	New	+$39.7K	0.01%	216

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

Hoover Financial Advisors's WFC Position: Q2 2021 in Review

Hoover Financial Advisors held its Wells Fargo (WFC) position steady in Q2 2021 at 850 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #321.

Hoover Financial Advisors first reported a position in WFC in Q2 2020 and has held it in 4 quarters since. The position peaked at $39K in Q1 2021. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Hoover Financial Advisors held 850 shares of Wells Fargo worth $38K as of Q2 2021.
Hoover Financial Advisors left its Wells Fargo share count unchanged in Q2 2021.
Wells Fargo made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #321 holding.
Hoover Financial Advisors first reported a position in Wells Fargo in Q2 2020 and has held it in 4 quarters since.
Hoover Financial Advisors's Wells Fargo position peaked at $39K in Q1 2021.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.