Ironwood Wealth Management (Arizona)’s Wells Fargo WFC Stock Holding History

Ironwood Wealth Management (Arizona)’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
2017 Q3	$48K	Buy	+868	New	+$46.1K	0.04%	40

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s WFC Position: Q3 2017 in Review

Ironwood Wealth Management (Arizona) opened a new position in Wells Fargo (WFC) in Q3 2017: 868 shares worth $48K. The stake represents 0.04% of the portfolio and ranks #40 among its holdings.

1,866 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

Ironwood Wealth Management (Arizona) held 868 shares of Wells Fargo worth $48K as of Q3 2017.
Wells Fargo was a new Ironwood Wealth Management (Arizona) position in Q3 2017.
Wells Fargo made up 0.04% of Ironwood Wealth Management (Arizona)'s portfolio in Q3 2017, its #40 holding.
1,866 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q3 2017, filed 7 Feb 2018.