Lenox Wealth Advisors’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
Q1 | $461K | Buy |
9,456
+9,138
| +2,874% | +$489K | 0.06% | 69 |
|
|
2021
Q4 | $15K | Sell |
318
-1,145
| -78% | -$56.4K | ﹤0.01% | 453 |
|
|
2021
Q3 | $68K | Sell |
1,463
-234
| -14% | -$10.8K | 0.01% | 197 |
|
|
2021
Q2 | $77K | Buy |
1,697
+147
| +9% | +$6.56K | 0.01% | 174 |
|
|
2021
Q1 | $61K | Sell |
1,550
-1,322
| -46% | -$46.8K | 0.01% | 167 |
|
|
2020
Q4 | $87K | Buy |
2,872
+1,983
| +223% | +$51.3K | 0.01% | 134 |
|
|
2020
Q3 | $21K | Hold |
889
| – | – | ﹤0.01% | 281 |
|
|
2020
Q2 | $23K | Sell |
889
-298
| -25% | -$8.15K | ﹤0.01% | 269 |
|
|
2020
Q1 | $34K | Sell |
1,187
-586
| -33% | -$24.9K | 0.01% | 178 |
|
|
2019
Q4 | $95K | Buy |
1,773
+272
| +18% | +$14.2K | 0.01% | 119 |
|
|
2019
Q3 | $76K | Buy |
1,501
+888
| +145% | +$41.8K | 0.01% | 128 |
|
|
2019
Q2 | $29K | Sell |
613
-2,046
| -77% | -$95.7K | 0.01% | 188 |
|
|
2019
Q1 | $128K | Buy |
2,659
+46
| +2% | +$2.26K | 0.02% | 96 |
|
|
2018
Q4 | $120K | Sell |
2,613
-2,000
| -43% | -$102K | 0.03% | 91 |
|
|
2018
Q3 | $242K | Buy |
4,613
+4,298
| +1,364% | +$245K | 0.05% | 64 |
|
|
2018
Q2 | $17K | Sell |
315
-178
| -36% | -$9.54K | ﹤0.01% | 282 |
|
|
2018
Q1 | $26K | Buy |
493
+395
| +403% | +$23.5K | 0.01% | 240 |
|
|
2017
Q4 | $6K | Buy |
+98
| New | +$5.54K | ﹤0.01% | 207 |
|
|
2017
Q2 | – | Sell |
-305
| Closed | -$17K | – | 116 |
|
|
2017
Q1 | $17K | Hold |
305
| – | – | 0.01% | 70 |
|
|
2016
Q4 | $17K | Sell |
305
-60
| -16% | -$3.02K | 0.01% | 87 |
|
|
2016
Q3 | $16K | Sell |
365
-98
| -21% | -$4.69K | ﹤0.01% | 153 |
|
|
2016
Q2 | $22K | Hold |
463
| – | – | 0.01% | 128 |
|
|
2016
Q1 | $22K | Sell |
463
-801
| -63% | -$39.2K | 0.01% | 126 |
|
|
2015
Q4 | $69K | Sell |
1,264
-186
| -13% | -$10.1K | 0.02% | 66 |
|
|
2015
Q3 | $74K | Buy |
1,450
+500
| +53% | +$27.5K | 0.03% | 62 |
|
|
2015
Q2 | $53K | Sell |
950
-455
| -32% | -$25.4K | 0.02% | 63 |
|
|
2015
Q1 | $76K | Hold |
1,405
| – | – | 0.03% | 61 |
|
|
2014
Q4 | $77K | Buy |
1,405
+495
| +54% | +$26.2K | 0.03% | 63 |
|
|
2014
Q3 | $47K | Hold |
910
| – | – | 0.02% | 80 |
|
|
2014
Q2 | $48K | Hold |
910
| – | – | 0.02% | 65 |
|
|
2014
Q1 | $45K | Buy |
910
+294
| +48% | +$13.7K | 0.03% | 63 |
|
|
2013
Q4 | $28K | Buy |
616
+478
| +346% | +$20.6K | 0.02% | 94 |
|
|
2013
Q3 | $6K | Hold |
138
| – | – | 0.01% | 155 |
|
|
2013
Q2 | $6K | Buy |
+138
| New | +$5.38K | 0.01% | 171 |
|
Other funds holding WFC
WA
Lenox Wealth Advisors's WFC Position: Q1 2022 in Review
Lenox Wealth Advisors increased its Wells Fargo (WFC) stake by 2,874% in Q1 2022, buying an estimated $489K and bringing the position to 9,456 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #69.
Lenox Wealth Advisors first reported a position in WFC in Q2 2013 and has held it in 34 quarters since. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.
- Lenox Wealth Advisors held 9,456 shares of Wells Fargo worth $461K as of Q1 2022.
- Lenox Wealth Advisors bought 9,138 Wells Fargo shares in Q1 2022, an estimated $489K.
- Wells Fargo made up 0.06% of Lenox Wealth Advisors's portfolio in Q1 2022, its #69 holding.
- Lenox Wealth Advisors first reported a position in Wells Fargo in Q2 2013 and has held it in 34 quarters since.
- 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.