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Johanson Financial Advisors’s Wells Fargo WFC Stock Holding History

Johanson Financial Advisors’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 		$273K Buy
5,683
+191
+3% +$9.4K 0.08% 112
2021
Q3 		$255K Buy
5,492
+25
+0.5% +$1.16K 0.09% 107
2021
Q2 		$246K Sell
5,467
-59
-1% -$2.63K 0.08% 106
2021
Q1 		$232K Buy
+5,526
New +$196K 0.08% 104
2020
Q2 		– Sell
-7,768
Closed -$222K – 103
2020
Q1 		$222K Sell
7,768
-549,436
-99% -$23.4M 0.13% 86
2019
Q4 		$10.4M Buy
557,204
+545,501
+4,661% +$28.6M 0.49% 40
2019
Q3 		$589K Sell
11,703
-4,510
-28% -$212K 0.31% 62
2019
Q2 		$768K Sell
16,213
-3,066
-16% -$143K 0.41% 55
2019
Q1 		$933K Buy
19,279
+756
+4% +$37.2K 0.52% 47
2018
Q4 		$851K Sell
18,523
-760
-4% -$38.9K 0.57% 45
2018
Q3 		$1.01M Buy
19,283
+667
+4% +$38.1K 0.59% 41
2018
Q2 		$1.04M Sell
18,616
-385
-2% -$20.6K 0.66% 40
2018
Q1 		$992K Buy
19,001
+30
+0.2% +$1.78K 0.66% 37
2017
Q4 		$1.15M Buy
18,971
+604
+3% +$34.1K 0.76% 33
2017
Q3 		$1.02M Sell
18,367
-7
-0% -$372 0.74% 34
2017
Q2 		$1.02M Buy
18,374
+1,626
+10% +$87.1K 0.83% 34
2017
Q1 		$935K Buy
+16,748
New +$950K 0.82% 34
2016
Q4 		– Sell
-15,968
Closed -$707K – 70
2016
Q3 		$707K Buy
15,968
+1,247
+8% +$59.7K 0.76% 34
2016
Q2 		$696K Buy
14,721
+639
+5% +$31.2K 0.82% 34
2016
Q1 		$683K Buy
14,082
+612
+5% +$30K 0.84% 31
2015
Q4 		$735K Buy
+13,470
New +$731K 0.96% 30

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

Johanson Financial Advisors's WFC Position: Q4 2021 in Review

Johanson Financial Advisors increased its Wells Fargo (WFC) stake by 3.5% in Q4 2021, buying an estimated $9.4K and bringing the position to 5,683 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #112.

Johanson Financial Advisors first reported a position in WFC in Q4 2015 and has held it in 21 quarters since. The position peaked at $10.4M in Q4 2019. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Johanson Financial Advisors held 5,683 shares of Wells Fargo worth $273K as of Q4 2021.
  • Johanson Financial Advisors bought 191 Wells Fargo shares in Q4 2021, an estimated $9.4K.
  • Wells Fargo made up 0.08% of Johanson Financial Advisors's portfolio in Q4 2021, its #112 holding.
  • Johanson Financial Advisors first reported a position in Wells Fargo in Q4 2015 and has held it in 21 quarters since.
  • Johanson Financial Advisors's Wells Fargo position peaked at $10.4M in Q4 2019.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.