Jeereddi Investments’s Wells Fargo WFC Stock Holding History

Jeereddi Investments’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
2021 Q4	–	Sell	-7,006	Closed	-$325K	–	59
2021 Q3	$325K	Hold	7,006	–	–	0.29%	46
2021 Q2	$317K	Sell	7,006 -2,994	-30%	-$134K	0.26%	46
2021 Q1	$391K	Hold	10,000	–	–	0.28%	38
2020 Q4	$302K	Hold	10,000	–	–	0.25%	41
2020 Q3	$235K	Buy	+10,000	New	+$246K	0.22%	42

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Jeereddi Investments's WFC Position: Q4 2021 in Review

Jeereddi Investments sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 7,006 shares — an estimated $325K sold.

Jeereddi Investments first reported a position in WFC in Q3 2020 and held it in 5 quarters. The position peaked at $391K in Q1 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Jeereddi Investments reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Jeereddi Investments sold 7,006 Wells Fargo shares in Q4 2021, an estimated $325K.
Jeereddi Investments first reported a position in Wells Fargo in Q3 2020 and held it in 5 quarters.
Jeereddi Investments's Wells Fargo position peaked at $391K in Q1 2021.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Jeereddi Investments's 13F filing for Q4 2021, filed 14 Feb 2022.