HWM
WFC icon

Horizon Wealth Management’s Wells Fargo WFC Stock Holding History

Horizon 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
2022
Q3 		– Sell
-102,101
Closed -$4M – 110
2022
Q2 		$4M Sell
102,101
-2,477
-2% -$109K 1.66% 17
2022
Q1 		$5.07M Sell
104,578
-4,340
-4% -$232K 1.57% 19
2021
Q4 		$5.23M Buy
+108,918
New +$5.36M 1.52% 16

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

Horizon Wealth Management's WFC Position: Q3 2022 in Review

Horizon Wealth Management sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 102,101 shares — an estimated $4M sold.

Horizon Wealth Management first reported a position in WFC in Q4 2021 and held it in 3 quarters. The position peaked at $5.23M in Q4 2021. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Horizon Wealth Management reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 102,101 Wells Fargo shares in Q3 2022, an estimated $4M.
  • Horizon Wealth Management first reported a position in Wells Fargo in Q4 2021 and held it in 3 quarters.
  • Horizon Wealth Management's Wells Fargo position peaked at $5.23M in Q4 2021.
  • 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.