Johnson Midwest Financial’s Wells Fargo WFC Stock Holding History

Johnson Midwest Financial’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
2023 Q3	$55.3K	Buy	1,353 +11	+0.8%	+$475	0.12%	80
2023 Q2	$57.3K	Buy	1,342 +9	+0.7%	+$362	0.05%	82
2023 Q1	$49.8K	Buy	1,333 +8	+0.6%	+$349	0.07%	86
2022 Q4	$55K	Buy	1,325 +8	+0.6%	+$354	0.2%	80
2022 Q3	$53	Buy	1,317 +9	+0.7%	+$387	0.2%	81
2022 Q2	$51K	Buy	1,308 +7	+0.5%	+$307	0.07%	82
2022 Q1	$63K	Buy	1,301 +6	+0.5%	+$321	0.09%	75
2021 Q4	$62K	Buy	1,295 +5	+0.4%	+$246	0.05%	83
2021 Q3	$60K	Buy	1,290 +5	+0.4%	+$231	0.05%	89
2021 Q2	$58K	Buy	1,285 +115	+10%	+$5.13K	0.06%	86
2021 Q1	$46K	Buy	1,170 +3	+0.3%	+$106	0.05%	96
2020 Q4	$35K	Buy	+1,167	New	+$30.2K	0.03%	104

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Johnson Midwest Financial's WFC Position: Q3 2023 in Review

Johnson Midwest Financial increased its Wells Fargo (WFC) stake by 0.82% in Q3 2023, buying an estimated $475 and bringing the position to 1,353 shares worth $55.3K. The position accounts for 0.12% of the portfolio, ranked #80.

Johnson Midwest Financial first reported a position in WFC in Q4 2020 and has held it in 12 quarters since. The position peaked at $63K in Q1 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Johnson Midwest Financial held 1,353 shares of Wells Fargo worth $55.3K as of Q3 2023.
Johnson Midwest Financial bought 11 Wells Fargo shares in Q3 2023, an estimated $475.
Wells Fargo made up 0.12% of Johnson Midwest Financial's portfolio in Q3 2023, its #80 holding.
Johnson Midwest Financial first reported a position in Wells Fargo in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Wells Fargo position peaked at $63K in Q1 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.