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Jess S. Morgan & Co’s Wells Fargo WFC Stock Holding History

Jess S. Morgan & Co’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 		– Sell
-79,543
Closed -$3.85M – 45
2022
Q1 		$3.85M Sell
79,543
-6,680
-8% -$358K 2.8% 18
2021
Q4 		$4.14M Buy
+86,223
New +$4.24M 2.54% 26

Other funds holding WFC

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Jess S. Morgan & Co's WFC Position: Q2 2022 in Review

Jess S. Morgan & Co sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 79,543 shares — an estimated $3.85M sold.

Jess S. Morgan & Co first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $4.14M in Q4 2021. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Jess S. Morgan & Co reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Jess S. Morgan & Co sold 79,543 Wells Fargo shares in Q2 2022, an estimated $3.85M.
  • Jess S. Morgan & Co first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
  • Jess S. Morgan & Co's Wells Fargo position peaked at $4.14M in Q4 2021.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Jess S. Morgan & Co's 13F filing for Q2 2022, filed 18 Jul 2022.