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Lineweaver Wealth Advisors’s Wells Fargo WFC Stock Holding History

Lineweaver Wealth Advisors’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
Q3 		– Sell
-38,985
Closed -$1.53M – 134
2022
Q2 		$1.53M Buy
+38,985
New +$1.71M 0.5% 40

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Lineweaver Wealth Advisors's WFC Position: Q3 2022 in Review

Lineweaver Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 38,985 shares — an estimated $1.53M sold.

Lineweaver Wealth Advisors first reported a position in WFC in Q2 2022 and held it in 1 quarter. The position peaked at $1.53M in Q2 2022. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Lineweaver Wealth Advisors reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 38,985 Wells Fargo shares in Q3 2022, an estimated $1.53M.
  • Lineweaver Wealth Advisors first reported a position in Wells Fargo in Q2 2022 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's Wells Fargo position peaked at $1.53M in Q2 2022.
  • 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.