Kintegral Advisory’s Wells Fargo WFC Stock Holding History

Kintegral Advisory’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 Q4	–	Sell	-50,408	Closed	-$2.03M	–	323
2022 Q3	$2.03M	Hold	50,408	–	–	0.28%	92
2022 Q2	$1.97M	Buy	50,408 +1,068	+2%	+$46.9K	0.26%	95
2022 Q1	$2.39M	Buy	+49,340	New	+$2.64M	0.26%	92
2021 Q4	–	Sell	-48,237	Closed	-$2.37M	–	269
2021 Q3	$2.24M	Hold	48,237	–	–	0.26%	94
2021 Q2	$2.19M	Hold	48,237	–	–	0.26%	96
2021 Q1	$1.89M	Hold	48,237	–	–	0.24%	104
2020 Q4	$1.46M	Hold	48,237	–	–	0.2%	121
2020 Q3	$1.13M	Sell	48,237 -1,553	-3%	-$38.3K	0.17%	126
2020 Q2	$1.27M	Hold	49,790	–	–	0.21%	115
2020 Q1	$1.43M	Buy	49,790 +5,570	+13%	+$237K	0.28%	92
2019 Q4	$2.38M	Hold	44,220	–	–	0.43%	66
2019 Q3	$2.23M	Hold	44,220	–	–	0.44%	62
2019 Q2	$2.09M	Hold	44,220	–	–	0.42%	68
2019 Q1	$2.14M	Buy	44,220 +23,131	+110%	+$1.14M	0.45%	66
2018 Q4	$972K	Buy	+21,089	New	+$1.08M	0.29%	87

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kintegral Advisory's WFC Position: Q4 2022 in Review

Kintegral Advisory sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 50,408 shares — an estimated $2.03M sold.

Kintegral Advisory first reported a position in WFC in Q4 2018 and held it in 15 quarters. The position peaked at $2.39M in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Kintegral Advisory reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Kintegral Advisory sold 50,408 Wells Fargo shares in Q4 2022, an estimated $2.03M.
Kintegral Advisory first reported a position in Wells Fargo in Q4 2018 and held it in 15 quarters.
Kintegral Advisory's Wells Fargo position peaked at $2.39M in Q1 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Kintegral Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.