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Laurel Wealth Advisors (California)’s Wells Fargo WFC Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.83M Sell
44,386
-193
-0.4% -$8.54K 0.18% 128
2022
Q3 		$1.79M Buy
44,579
+284
+0.6% +$12.2K 0.19% 119
2022
Q2 		$1.74M Sell
44,295
-1,635
-4% -$71.7K 0.18% 130
2022
Q1 		$2.23M Buy
45,930
+2,047
+5% +$110K 0.18% 118
2021
Q4 		$2.1M Buy
43,883
+18,919
+76% +$931K 0.16% 130
2021
Q3 		$1.16M Sell
24,964
-5,866
-19% -$272K 0.21% 112
2021
Q2 		$1.4M Sell
30,830
-3,720
-11% -$166K 0.18% 126
2021
Q1 		$1.35M Buy
34,550
+3,956
+13% +$140K 0.2% 111
2020
Q4 		$923K Sell
30,594
-5,259
-15% -$136K 0.14% 166
2020
Q3 		$843K Sell
35,853
-5,664
-14% -$140K 0.14% 160
2020
Q2 		$1.06M Sell
41,517
-4,075
-9% -$111K 0.19% 123
2020
Q1 		$1.31M Buy
45,592
+4,964
+12% +$211K 0.3% 84
2019
Q4 		$2.19M Sell
40,628
-18,449
-31% -$966K 0.37% 67
2019
Q3 		$2.98M Buy
59,077
+6,404
+12% +$302K 0.51% 47
2019
Q2 		$2.49M Buy
52,673
+13,378
+34% +$626K 0.55% 45
2019
Q1 		$1.9M Buy
39,295
+16
+0% +$787 0.47% 50
2018
Q4 		$1.81M Sell
39,279
-15,762
-29% -$807K 0.53% 43
2018
Q3 		$2.89M Buy
55,041
+7,411
+16% +$423K 0.71% 30
2018
Q2 		$2.64M Sell
47,630
-67
-0.1% -$3.59K 0.7% 31
2018
Q1 		$2.5M Sell
47,697
-2,680
-5% -$159K 0.77% 26
2017
Q4 		$3.06M Buy
50,377
+5,432
+12% +$307K 0.88% 24
2017
Q3 		$2.48M Buy
44,945
+4,959
+12% +$264K 0.83% 23
2017
Q2 		$2.21M Buy
39,986
+8,186
+26% +$439K 0.79% 25
2017
Q1 		$1.77M Sell
31,800
-24
-0.1% -$1.36K 0.68% 34
2016
Q4 		$1.75M Buy
31,824
+3,359
+12% +$169K 0.78% 27
2016
Q3 		$1.26M Buy
28,465
+3,503
+14% +$168K 0.6% 49
2016
Q2 		$1.18M Buy
24,962
+6,546
+36% +$319K 0.57% 52
2016
Q1 		$891K Sell
18,416
-3,036
-14% -$149K 0.45% 65
2015
Q4 		$1.17M Buy
+21,452
New +$1.16M 0.6% 47

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Laurel Wealth Advisors (California)'s WFC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Wells Fargo (WFC) stake by 0.43% in Q4 2022, selling an estimated $8.54K and leaving 44,386 shares worth $1.83M. The position accounts for 0.18% of the portfolio, ranked #128.

Laurel Wealth Advisors (California) first reported a position in WFC in Q4 2015 and has held it in 29 quarters since. The position peaked at $3.06M in Q4 2017. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 44,386 shares of Wells Fargo worth $1.83M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 193 Wells Fargo shares in Q4 2022, an estimated $8.54K.
  • Wells Fargo made up 0.18% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #128 holding.
  • Laurel Wealth Advisors (California) first reported a position in Wells Fargo in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Wells Fargo position peaked at $3.06M in Q4 2017.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.