Kowal Investment Group’s Wells Fargo WFC Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-376	Closed	-$17K	–	941
2021 Q3	$17K	Buy	+376	New	+$17.4K	0.01%	417

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kowal Investment Group's WFC Position: Q4 2021 in Review

Kowal Investment Group sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 376 shares — an estimated $17K sold.

Kowal Investment Group first reported a position in WFC in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Kowal Investment Group reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 376 Wells Fargo shares in Q4 2021, an estimated $17K.
Kowal Investment Group first reported a position in Wells Fargo in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Wells Fargo position peaked at $17K in Q3 2021.
2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.