Leverty Financial Group’s Wells Fargo WFC Stock Holding History

Leverty Financial Group’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 Q1	–	Sell	-64	Closed	-$3K	–	127
2021 Q4	$3K	Buy	+64	New	+$3.15K	﹤0.01%	118

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Leverty Financial Group's WFC Position: Q1 2022 in Review

Leverty Financial Group sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 64 shares — an estimated $3K sold.

Leverty Financial Group first reported a position in WFC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Leverty Financial Group reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Leverty Financial Group sold 64 Wells Fargo shares in Q1 2022, an estimated $3K.
Leverty Financial Group first reported a position in Wells Fargo in Q4 2021 and held it in 1 quarter.
Leverty Financial Group's Wells Fargo position peaked at $3K in Q4 2021.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.