Laidlaw Wealth Management’s Wells Fargo WFC Stock Holding History

Laidlaw Wealth Management’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 Q2	–	Sell	-4,885	Closed	-$237K	–	420
2022 Q1	$237K	Buy	4,885 +75	+2%	+$4.01K	0.04%	339
2021 Q4	$231K	Buy	4,810 +368	+8%	+$18.1K	0.04%	361
2021 Q3	$206K	Sell	4,442 -2,884	-39%	-$133K	0.05%	234
2021 Q2	$332K	Buy	+7,326	New	+$327K	0.09%	188

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

Laidlaw Wealth Management's WFC Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 4,885 shares — an estimated $237K sold.

Laidlaw Wealth Management first reported a position in WFC in Q2 2021 and held it in 4 quarters. The position peaked at $332K in Q2 2021. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Laidlaw Wealth Management reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Laidlaw Wealth Management sold 4,885 Wells Fargo shares in Q2 2022, an estimated $237K.
Laidlaw Wealth Management first reported a position in Wells Fargo in Q2 2021 and held it in 4 quarters.
Laidlaw Wealth Management's Wells Fargo position peaked at $332K in Q2 2021.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.