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Investors Financial Group’s Wells Fargo WFC Stock Holding History

Investors Financial Group’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 		– Sell
-12,738
Closed -$611K – 193
2021
Q4 		$611K Buy
12,738
+5
+0% +$246 0.28% 93
2021
Q3 		$591K Sell
12,733
-640
-5% -$29.6K 0.31% 83
2021
Q2 		$606K Sell
13,373
-2,745
-17% -$123K 0.33% 84
2021
Q1 		$630K Buy
16,118
+2,752
+21% +$97.4K 0.37% 75
2020
Q4 		$403K Sell
13,366
-1,871
-12% -$48.4K 0.27% 100
2020
Q3 		$358K Sell
15,237
-5,263
-26% -$130K 0.27% 95
2020
Q2 		$525K Buy
20,500
+939
+5% +$25.7K 0.43% 71
2020
Q1 		$561K Sell
19,561
-155
-0.8% -$6.59K 0.57% 54
2019
Q4 		$1.06M Buy
+19,716
New +$1.03M 0.86% 32

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Investors Financial Group's WFC Position: Q1 2022 in Review

Investors Financial Group sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 12,738 shares — an estimated $611K sold.

Investors Financial Group first reported a position in WFC in Q4 2019 and held it in 9 quarters. The position peaked at $1.06M in Q4 2019. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Investors Financial Group reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 12,738 Wells Fargo shares in Q1 2022, an estimated $611K.
  • Investors Financial Group first reported a position in Wells Fargo in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's Wells Fargo position peaked at $1.06M in Q4 2019.
  • 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.