Kore Private Wealth’s Wells Fargo WFC Stock Holding History

Kore Private Wealth’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	$338K	Buy	8,408 +33	+0.4%	+$1.42K	0.06%	169
2022 Q2	$328K	Sell	8,375 -715	-8%	-$31.4K	0.05%	204
2022 Q1	$441K	Buy	9,090 +43	+0.5%	+$2.3K	0.06%	183
2021 Q4	$434K	Sell	9,047 -833	-8%	-$41K	0.05%	189
2021 Q3	$459K	Sell	9,880 -36	-0.4%	-$1.67K	0.05%	255
2021 Q2	$449K	Buy	9,916 +968	+11%	+$43.2K	0.05%	238
2021 Q1	$350K	Sell	8,948 -1,962	-18%	-$69.5K	0.05%	246
2020 Q4	$329K	Sell	10,910 -3,715	-25%	-$96.2K	0.05%	214
2020 Q3	$344K	Buy	14,625 +11	+0.1%	+$271	0.07%	177
2020 Q2	$374K	Buy	14,614 +3,339	+30%	+$91.4K	0.08%	155
2020 Q1	$324K	Buy	11,275 +1,902	+20%	+$80.9K	0.08%	157
2019 Q4	$504K	Hold	9,373	–	–	0.1%	138
2019 Q3	$459K	Sell	9,373 -420	-4%	-$19.8K	0.1%	136
2019 Q2	$463K	Buy	9,793 +102	+1%	+$4.77K	0.1%	135
2019 Q1	$468K	Sell	9,691 -145	-1%	-$7.13K	0.11%	126
2018 Q4	$453K	Buy	+9,836	New	+$504K	0.12%	130

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

Kore Private Wealth's WFC Position: Q3 2022 in Review

Kore Private Wealth increased its Wells Fargo (WFC) stake by 0.39% in Q3 2022, buying an estimated $1.42K and bringing the position to 8,408 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #169.

Kore Private Wealth first reported a position in WFC in Q4 2018 and has held it in 16 quarters since. The position peaked at $504K in Q4 2019. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Kore Private Wealth held 8,408 shares of Wells Fargo worth $338K as of Q3 2022.
Kore Private Wealth bought 33 Wells Fargo shares in Q3 2022, an estimated $1.42K.
Wells Fargo made up 0.06% of Kore Private Wealth's portfolio in Q3 2022, its #169 holding.
Kore Private Wealth first reported a position in Wells Fargo in Q4 2018 and has held it in 16 quarters since.
Kore Private Wealth's Wells Fargo position peaked at $504K in Q4 2019.
1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.