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KMG Fiduciary Partners’s Wells Fargo WFC Stock Holding History

KMG Fiduciary Partners’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
-5,084
Closed -$204K – 237
2022
Q3 		$204K Sell
5,084
-957
-16% -$41.1K 0.04% 189
2022
Q2 		$237K Sell
6,041
-29
-0.5% -$1.27K 0.04% 186
2022
Q1 		$294K Sell
6,070
-221
-4% -$11.8K 0.05% 175
2021
Q4 		$302K Buy
6,291
+96
+2% +$4.73K 0.05% 169
2021
Q3 		$288K Sell
6,195
-463
-7% -$21.4K 0.05% 170
2021
Q2 		$302K Buy
6,658
+1,148
+21% +$51.3K 0.05% 165
2021
Q1 		$215K Buy
+5,510
New +$195K 0.04% 168
2020
Q3 		– Sell
-61,944
Closed -$1.59M – 147
2020
Q2 		$1.59M Sell
61,944
-12,252
-17% -$335K 0.44% 56
2020
Q1 		$2.13M Sell
74,196
-24,581
-25% -$1.04M 0.69% 43
2019
Q4 		$5.31M Buy
98,777
+3,579
+4% +$187K 1.62% 22
2019
Q3 		$4.8M Buy
95,198
+23,676
+33% +$1.12M 1.63% 21
2019
Q2 		$3.38M Buy
71,522
+880
+1% +$41.2K 1.22% 30
2019
Q1 		$3.41M Buy
70,642
+1,651
+2% +$81.2K 1.3% 25
2018
Q4 		$3.18M Buy
+68,991
New +$3.53M 1.45% 24

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KMG Fiduciary Partners's WFC Position: Q4 2022 in Review

KMG Fiduciary Partners sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 5,084 shares — an estimated $204K sold.

KMG Fiduciary Partners first reported a position in WFC in Q4 2018 and held it in 14 quarters. The position peaked at $5.31M in Q4 2019. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • KMG Fiduciary Partners reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
  • KMG Fiduciary Partners sold 5,084 Wells Fargo shares in Q4 2022, an estimated $204K.
  • KMG Fiduciary Partners first reported a position in Wells Fargo in Q4 2018 and held it in 14 quarters.
  • KMG Fiduciary Partners's Wells Fargo position peaked at $5.31M in Q4 2019.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on KMG Fiduciary Partners's 13F filing for Q4 2022, filed 12 Jan 2023.