IndexIQ Advisors’s Wells Fargo WFC Stock Holding History

IndexIQ 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 Q1	$132K	Buy	2,726 +1,032	+61%	+$55.2K	﹤0.01%	1062
2021 Q4	$81K	Buy	+1,694	New	+$83.4K	﹤0.01%	1104
2020 Q1	–	Sell	-86,481	Closed	-$4.65M	–	1141
2019 Q4	$4.65M	Buy	86,481 +18,722	+28%	+$981K	0.17%	120
2019 Q3	$3.42M	Sell	67,759 -23,185	-25%	-$1.09M	0.12%	135
2019 Q2	$4.3M	Buy	90,944 +353	+0.4%	+$16.5K	0.13%	134
2019 Q1	$4.38M	Sell	90,591 -43,120	-32%	-$2.12M	0.13%	145
2018 Q4	$6.16M	Buy	133,711 +48,607	+57%	+$2.49M	0.17%	97
2018 Q3	$4.47M	Sell	85,104 -42,182	-33%	-$2.41M	0.14%	115
2018 Q2	$7.06M	Buy	127,286 +42,332	+50%	+$2.27M	0.22%	81
2018 Q1	$4.45M	Buy	+84,954	New	+$5.05M	0.14%	96

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

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

IndexIQ Advisors's WFC Position: Q1 2022 in Review

IndexIQ Advisors increased its Wells Fargo (WFC) stake by 61% in Q1 2022, buying an estimated $55.2K and bringing the position to 2,726 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

IndexIQ Advisors first reported a position in WFC in Q1 2018 and has held it in 10 quarters since. The position peaked at $7.06M in Q2 2018. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

IndexIQ Advisors held 2,726 shares of Wells Fargo worth $132K as of Q1 2022.
IndexIQ Advisors bought 1,032 Wells Fargo shares in Q1 2022, an estimated $55.2K.
Wells Fargo made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1062 holding.
IndexIQ Advisors first reported a position in Wells Fargo in Q1 2018 and has held it in 10 quarters since.
IndexIQ Advisors's Wells Fargo position peaked at $7.06M in Q2 2018.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.