IronBridge Private Wealth’s Wells Fargo WFC Stock Holding History

IronBridge Private Wealth’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	-618	Closed	-$30K	–	299
2021 Q4	$30K	Hold	618	–	–	0.02%	101
2021 Q3	$29K	Hold	618	–	–	0.02%	76
2021 Q2	$28K	Hold	618	–	–	0.02%	89
2021 Q1	$24K	Hold	618	–	–	0.02%	95
2020 Q4	$19K	Buy	+618	New	+$16K	0.01%	99

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

IronBridge Private Wealth's WFC Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 618 shares — an estimated $30K sold.

IronBridge Private Wealth first reported a position in WFC in Q4 2020 and held it in 5 quarters. The position peaked at $30K in Q4 2021. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

IronBridge Private Wealth reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 618 Wells Fargo shares in Q1 2022, an estimated $30K.
IronBridge Private Wealth first reported a position in Wells Fargo in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Wells Fargo position peaked at $30K in Q4 2021.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.