LWM Advisory Services’s Wells Fargo WFC Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-17,812	Closed	-$716K	–	125
2022 Q3	$716K	Buy	17,812 +372	+2%	+$16K	0.81%	33
2022 Q2	$683K	Buy	17,440 +238	+1%	+$10.4K	0.82%	30
2022 Q1	$834K	Sell	17,202 -384	-2%	-$20.6K	1.04%	19
2021 Q4	$844K	Buy	+17,586	New	+$866K	1.05%	19

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

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

Norges Bank Oslo, Norway $935B AUM

LWM Advisory Services's WFC Position: Q4 2022 in Review

LWM Advisory Services sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 17,812 shares — an estimated $716K sold.

LWM Advisory Services first reported a position in WFC in Q4 2021 and held it in 4 quarters. The position peaked at $844K in Q4 2021. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

LWM Advisory Services reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 17,812 Wells Fargo shares in Q4 2022, an estimated $716K.
LWM Advisory Services first reported a position in Wells Fargo in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Wells Fargo position peaked at $844K in Q4 2021.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.