LeJeune Puetz Investment Counsel’s Wells Fargo WFC Stock Holding History

LeJeune Puetz Investment Counsel’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	–	Sell	-2,475	Closed	-$115K	–	199
2021 Q3	$115K	Hold	2,475	–	–	0.04%	189
2021 Q2	$112K	Buy	+2,475	New	+$111K	0.04%	182
2020 Q2	–	Sell	-9,475	Closed	-$272K	–	174
2020 Q1	$272K	Buy	9,475 +6,225	+192%	+$265K	0.16%	117
2019 Q4	$175K	Hold	3,250	–	–	0.08%	148
2019 Q3	$164K	Sell	3,250 -400	-11%	-$18.8K	0.08%	146
2019 Q2	$173K	Sell	3,650 -2,323	-39%	-$109K	0.09%	146
2019 Q1	$289K	Hold	5,973	–	–	0.16%	119
2018 Q4	$275K	Sell	5,973 -1,685	-22%	-$86.3K	0.17%	118
2018 Q3	$403K	Sell	7,658 -400	-5%	-$22.8K	0.23%	98
2018 Q2	$447K	Hold	8,058	–	–	0.28%	91
2018 Q1	$422K	Sell	8,058 -250	-3%	-$14.9K	0.26%	97
2017 Q4	$504K	Buy	8,308 +46	+0.6%	+$2.6K	0.31%	95
2017 Q3	$456K	Hold	8,262	–	–	0.29%	96
2017 Q2	$458K	Sell	8,262 -700	-8%	-$37.5K	0.31%	94
2017 Q1	$499K	Buy	8,962 +425	+5%	+$24.1K	0.36%	92
2016 Q4	$470K	Buy	+8,537	New	+$429K	0.36%	90

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

LeJeune Puetz Investment Counsel's WFC Position: Q4 2021 in Review

LeJeune Puetz Investment Counsel sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 2,475 shares — an estimated $115K sold.

LeJeune Puetz Investment Counsel first reported a position in WFC in Q4 2016 and held it in 16 quarters. The position peaked at $504K in Q4 2017. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

LeJeune Puetz Investment Counsel reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 2,475 Wells Fargo shares in Q4 2021, an estimated $115K.
LeJeune Puetz Investment Counsel first reported a position in Wells Fargo in Q4 2016 and held it in 16 quarters.
LeJeune Puetz Investment Counsel's Wells Fargo position peaked at $504K in Q4 2017.
2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q4 2021, filed 31 Jan 2022.