Legg Mason Asset Management’s Wells Fargo WFC Stock Holding History

Legg Mason Asset 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
2021 Q4	$546K	Buy	+11,374	New	+$560K	0.6%	81
2014 Q1	–	Sell	-48,100	Closed	-$2.18M	–	141
2013 Q4	$2.18M	Sell	48,100 -8,800	-15%	-$380K	1.26%	18
2013 Q3	$2.35M	Sell	56,900 -5,100	-8%	-$218K	1.27%	17
2013 Q2	$2.56M	Buy	+62,000	New	+$2.42M	1.37%	19

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

Legg Mason Asset Management's WFC Position: Q4 2021 in Review

Legg Mason Asset Management opened a new position in Wells Fargo (WFC) in Q4 2021: 11,374 shares worth $546K. The stake represents 0.6% of the portfolio and ranks #81 among its holdings. This is a return to the name: Legg Mason Asset Management previously reported a position in WFC as recently as Q4 2013.

Legg Mason Asset Management first reported a position in WFC in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.56M in Q2 2013. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Legg Mason Asset Management held 11,374 shares of Wells Fargo worth $546K as of Q4 2021.
Wells Fargo was a new Legg Mason Asset Management position in Q4 2021.
Wells Fargo made up 0.6% of Legg Mason Asset Management's portfolio in Q4 2021, its #81 holding.
Legg Mason Asset Management first reported a position in Wells Fargo in Q2 2013 and has held it in 4 quarters since.
Legg Mason Asset Management's Wells Fargo position peaked at $2.56M in Q2 2013.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.