Lake Street Private Wealth’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,907
Closed -$238K 304
2022
Q3
$238K Sell
5,907
-37
-0.6% -$1.59K 0.05% 240
2022
Q2
$233K Sell
5,944
-2,248
-27% -$98.7K 0.05% 258
2022
Q1
$397K Buy
8,192
+739
+10% +$39.6K 0.07% 217
2021
Q4
$358K Buy
+7,453
New +$367K 0.06% 232

Other funds holding WFC

Lake Street Private Wealth's WFC Position: Q4 2022 in Review

Lake Street Private Wealth sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 5,907 shares — an estimated $238K sold.

Lake Street Private Wealth first reported a position in WFC in Q4 2021 and held it in 4 quarters. The position peaked at $397K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Lake Street Private Wealth reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 5,907 Wells Fargo shares in Q4 2022, an estimated $238K.
  • Lake Street Private Wealth first reported a position in Wells Fargo in Q4 2021 and held it in 4 quarters.
  • Lake Street Private Wealth's Wells Fargo position peaked at $397K in Q1 2022.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Lake Street Private Wealth's 13F filing for Q4 2022, filed 25 Jan 2023.