Intersect Capital’s Wells Fargo WFC Stock Holding History

Intersect Capital’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 Q2	$955K	Buy	24,369 +1,476	+6%	+$64.8K	0.29%	81
2022 Q1	$1.11M	Buy	22,893 +1,501	+7%	+$80.3K	0.21%	100
2021 Q4	$1.03M	Sell	21,392 -242	-1%	-$11.9K	0.19%	105
2021 Q3	$1M	Sell	21,634 -2,505	-10%	-$116K	0.17%	104
2021 Q2	$1.09M	Buy	24,139 +4,019	+20%	+$179K	0.19%	96
2021 Q1	$786K	Sell	20,120 -123	-0.6%	-$4.35K	0.16%	106
2020 Q4	$611K	Sell	20,243 -2,603	-11%	-$67.4K	0.13%	120
2020 Q3	$537K	Sell	22,846 -5,175	-18%	-$128K	0.14%	109
2020 Q2	$717K	Buy	28,021 +770	+3%	+$21.1K	0.23%	72
2020 Q1	$782K	Sell	27,251 -3,386	-11%	-$144K	0.31%	59
2019 Q4	$1.65M	Sell	30,637 -3,339	-10%	-$175K	0.55%	39
2019 Q3	$1.71M	Sell	33,976 -2,105	-6%	-$99.2K	0.64%	36
2019 Q2	$1.71M	Buy	36,081 +133	+0.4%	+$6.22K	0.66%	33
2019 Q1	$1.74M	Sell	35,948 -174	-0.5%	-$8.56K	0.73%	32
2018 Q4	$1.67M	Sell	36,122 -381	-1%	-$19.5K	0.8%	32
2018 Q3	$1.92M	Sell	36,503 -1,138	-3%	-$65K	0.84%	32
2018 Q2	$2.09M	Sell	37,641 -10,832	-22%	-$580K	1.01%	28
2018 Q1	$2.54M	Sell	48,473 -2,821	-5%	-$168K	1.34%	21
2017 Q4	$3.11M	Sell	51,294 -1,737	-3%	-$98.1K	1.68%	17
2017 Q3	$2.92M	Buy	53,031 +32	+0.1%	+$1.7K	1.66%	17
2017 Q2	$2.94M	Buy	52,999 +13,867	+35%	+$743K	1.76%	17
2017 Q1	$2.18M	Buy	39,132 +2,886	+8%	+$164K	1.9%	18
2016 Q4	$2M	Buy	36,246 +2,742	+8%	+$138K	1.5%	19
2016 Q3	$1.48M	Buy	33,504 +7,437	+29%	+$356K	1.17%	21
2016 Q2	$1.23M	Buy	26,067 +4,190	+19%	+$204K	0.74%	31
2016 Q1	$1.06M	Buy	21,877 +7,711	+54%	+$378K	0.67%	37
2015 Q4	$770K	Buy	14,166 +6,527	+85%	+$354K	0.66%	34
2015 Q3	$392K	Buy	7,639 +1,304	+21%	+$71.7K	0.36%	62
2015 Q2	$356K	Buy	6,335 +2,804	+79%	+$156K	0.3%	61
2015 Q1	$195K	Sell	3,531 -82	-2%	-$4.43K	0.15%	95
2014 Q4	$198K	Buy	+3,613	New	+$191K	0.17%	95

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 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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Intersect Capital's WFC Position: Q2 2022 in Review

Intersect Capital increased its Wells Fargo (WFC) stake by 6.4% in Q2 2022, buying an estimated $64.8K and bringing the position to 24,369 shares worth $955K. The position accounts for 0.29% of the portfolio, ranked #81.

Intersect Capital first reported a position in WFC in Q4 2014 and has held it in 31 quarters since. The position peaked at $3.11M in Q4 2017. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Intersect Capital held 24,369 shares of Wells Fargo worth $955K as of Q2 2022.
Intersect Capital bought 1,476 Wells Fargo shares in Q2 2022, an estimated $64.8K.
Wells Fargo made up 0.29% of Intersect Capital's portfolio in Q2 2022, its #81 holding.
Intersect Capital first reported a position in Wells Fargo in Q4 2014 and has held it in 31 quarters since.
Intersect Capital's Wells Fargo position peaked at $3.11M in Q4 2017.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.