Lake Point Wealth Management’s Wells Fargo WFC Stock Holding History

Lake Point 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	$21K	Hold	536	–	–	0.01%	116
2022 Q1	$26K	Hold	536	–	–	0.01%	100
2021 Q4	$26K	Hold	536	–	–	0.01%	105
2021 Q3	$25K	Hold	536	–	–	0.01%	95
2021 Q2	$24K	Buy	+536	New	+$23.9K	0.01%	107
2020 Q1	–	Sell	-576	Closed	-$31K	–	474
2019 Q4	$31K	Buy	+576	New	+$30.2K	0.01%	163
2019 Q2	$39K	Hold	818	–	–	0.01%	172
2019 Q1	$39K	Buy	818 +605	+284%	+$29.8K	0.01%	172
2018 Q4	$10K	Buy	+213	New	+$10.9K	﹤0.01%	460

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

Lake Point Wealth Management's WFC Position: Q2 2022 in Review

Lake Point Wealth Management held its Wells Fargo (WFC) position steady in Q2 2022 at 536 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #116.

Lake Point Wealth Management first reported a position in WFC in Q4 2018 and has held it in 9 quarters since. The position peaked at $39K in Q2 2019. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Lake Point Wealth Management held 536 shares of Wells Fargo worth $21K as of Q2 2022.
Lake Point Wealth Management left its Wells Fargo share count unchanged in Q2 2022.
Wells Fargo made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #116 holding.
Lake Point Wealth Management first reported a position in Wells Fargo in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's Wells Fargo position peaked at $39K in Q2 2019.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.