Lyell Wealth Management’s Wells Fargo WFC Stock Holding History

Lyell Wealth Management’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	-7,053	Closed	-$264K	–	201
2023 Q1	$264K	Sell	7,053 -1,732	-20%	-$75.5K	0.04%	176
2022 Q4	$363K	Sell	8,785 -291	-3%	-$12.9K	0.06%	153
2022 Q3	$365K	Buy	9,076 +23	+0.3%	+$988	0.06%	147
2022 Q2	$355K	Sell	9,053 -800	-8%	-$35.1K	0.06%	150
2022 Q1	$477K	Buy	+9,853	New	+$527K	0.06%	140
2021 Q3	–	Sell	-4,891	Closed	-$221K	–	191
2021 Q2	$221K	Buy	+4,891	New	+$218K	0.03%	175
2020 Q1	–	Sell	-5,621	Closed	-$302K	–	135
2019 Q4	$302K	Buy	5,621 +9	+0.2%	+$471	0.08%	104
2019 Q3	$283K	Hold	5,612	–	–	0.09%	102
2019 Q2	$266K	Sell	5,612 -1,225	-18%	-$57.3K	0.08%	108
2019 Q1	$330K	Sell	6,837 -815	-11%	-$40.1K	0.11%	101
2018 Q4	$353K	Sell	7,652 -1,050	-12%	-$53.8K	0.15%	91
2018 Q3	$457K	Hold	8,702	–	–	0.15%	89
2018 Q2	$482K	Buy	8,702 +1,545	+22%	+$82.8K	0.18%	82
2018 Q1	$375K	Sell	7,157 -745	-9%	-$44.3K	0.14%	88
2017 Q4	$479K	Sell	7,902 -325	-4%	-$18.4K	0.19%	85
2017 Q3	$454K	Sell	8,227 -2,462	-23%	-$131K	0.2%	81
2017 Q2	$592K	Buy	10,689 +463	+5%	+$24.8K	0.29%	74
2017 Q1	$569K	Sell	10,226 -9,409	-48%	-$534K	0.31%	72
2016 Q4	$1.08M	Buy	+19,635	New	+$987K	0.67%	55

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

Lyell Wealth Management's WFC Position: Q2 2023 in Review

Lyell Wealth Management sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 7,053 shares — an estimated $264K sold.

Lyell Wealth Management first reported a position in WFC in Q4 2016 and held it in 19 quarters. The position peaked at $1.08M in Q4 2016. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Lyell Wealth Management reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Lyell Wealth Management sold 7,053 Wells Fargo shares in Q2 2023, an estimated $264K.
Lyell Wealth Management first reported a position in Wells Fargo in Q4 2016 and held it in 19 quarters.
Lyell Wealth Management's Wells Fargo position peaked at $1.08M in Q4 2016.
1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.