Joseph P. Lucia & Associates’s Wells Fargo WFC Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-100	Closed	-$4K	–	442
2022 Q2	$4K	Sell	100 -63	-39%	-$2.77K	﹤0.01%	363
2022 Q1	$8K	Buy	+163	New	+$8.72K	﹤0.01%	339
2021 Q4	–	Sell	-163	Closed	-$8K	–	552
2021 Q3	$8K	Hold	163	–	–	﹤0.01%	398
2021 Q2	$7K	Hold	163	–	–	﹤0.01%	424
2021 Q1	$6K	Buy	163 +63	+63%	+$2.23K	﹤0.01%	414
2020 Q4	$3K	Buy	+100	New	+$2.59K	﹤0.01%	430
2020 Q3	–	Sell	-100	Closed	-$3K	–	451
2020 Q2	$3K	Hold	100	–	–	﹤0.01%	419
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	381
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	366
2019 Q3	$5K	Hold	100	–	–	0.01%	367
2019 Q2	$5K	Sell	100 -4,788	-98%	-$224K	0.01%	369
2019 Q1	$100	Buy	+4,888	New	+$240K	0.01%	264

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Joseph P. Lucia & Associates's WFC Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 100 shares — an estimated $4K sold.

Joseph P. Lucia & Associates first reported a position in WFC in Q1 2019 and held it in 12 quarters. The position peaked at $8K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Wells Fargo shares in Q3 2022, an estimated $4K.
Joseph P. Lucia & Associates first reported a position in Wells Fargo in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Wells Fargo position peaked at $8K in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.