Lumature Wealth Partners’s Wells Fargo WFC Stock Holding History

Lumature Wealth Partners’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	$63.1K	Hold	1,479	–	–	0.04%	212
2023 Q1	$55.3K	Hold	1,479	–	–	0.03%	212
2022 Q4	$61.1K	Sell	1,479 -270	-15%	-$12K	0.03%	208
2022 Q3	$70K	Buy	1,749 +450	+35%	+$19.3K	0.04%	211
2022 Q2	$51K	Hold	1,299	–	–	0.02%	233
2022 Q1	$63K	Hold	1,299	–	–	0.03%	241
2021 Q4	$62K	Hold	1,299	–	–	0.02%	215
2021 Q3	$60K	Buy	1,299 +199	+18%	+$9.21K	0.02%	224
2021 Q2	$50K	Hold	1,100	–	–	0.02%	233
2021 Q1	$43K	Buy	+1,100	New	+$38.9K	0.02%	237

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 $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lumature Wealth Partners's WFC Position: Q2 2023 in Review

Lumature Wealth Partners held its Wells Fargo (WFC) position steady in Q2 2023 at 1,479 shares worth $63.1K. The position accounts for 0.04% of the portfolio, ranked #212.

Lumature Wealth Partners first reported a position in WFC in Q1 2021 and has held it in 10 quarters since. The position peaked at $70K in Q3 2022. 1,990 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Lumature Wealth Partners held 1,479 shares of Wells Fargo worth $63.1K as of Q2 2023.
Lumature Wealth Partners left its Wells Fargo share count unchanged in Q2 2023.
Wells Fargo made up 0.04% of Lumature Wealth Partners's portfolio in Q2 2023, its #212 holding.
Lumature Wealth Partners first reported a position in Wells Fargo in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Wells Fargo position peaked at $70K in Q3 2022.
1,990 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.