Level Four Financial’s Wells Fargo WFC Stock Holding History

Level Four Financial’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 Q3	$244K	Buy	+5,263	New	+$244K	0.11%	239

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Level Four Financial's WFC Position: Q3 2021 in Review

Level Four Financial opened a new position in Wells Fargo (WFC) in Q3 2021: 5,263 shares worth $244K. The stake represents 0.11% of the portfolio and ranks #239 among its holdings.

1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Level Four Financial held 5,263 shares of Wells Fargo worth $244K as of Q3 2021.
Wells Fargo was a new Level Four Financial position in Q3 2021.
Wells Fargo made up 0.11% of Level Four Financial's portfolio in Q3 2021, its #239 holding.
1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.