Lowe Wealth Advisors’s Wells Fargo WFC Stock Holding History

Lowe 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
2023 Q2	–	Sell	-50	Closed	-$1.87K	–	365
2023 Q1	$1.87K	Buy	+50	New	+$2.18K	﹤0.01%	295
2018 Q2	–	Sell	-363	Closed	-$19K	–	262
2018 Q1	$19K	Hold	363	–	–	0.01%	115
2017 Q4	$22K	Buy	+363	New	+$20.5K	0.01%	109
2017 Q1	–	Sell	-33	Closed	-$2K	–	244
2016 Q4	$2K	Hold	33	–	–	﹤0.01%	199
2016 Q3	$1K	Hold	33	–	–	﹤0.01%	237
2016 Q2	$2K	Buy	+33	New	+$1.61K	﹤0.01%	209

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lowe Wealth Advisors's WFC Position: Q2 2023 in Review

Lowe Wealth Advisors sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 50 shares — an estimated $1.87K sold.

Lowe Wealth Advisors first reported a position in WFC in Q2 2016 and held it in 6 quarters. The position peaked at $22K in Q4 2017. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Lowe Wealth Advisors reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 50 Wells Fargo shares in Q2 2023, an estimated $1.87K.
Lowe Wealth Advisors first reported a position in Wells Fargo in Q2 2016 and held it in 6 quarters.
Lowe Wealth Advisors's Wells Fargo position peaked at $22K in Q4 2017.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Lowe Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.