Marshall & Sullivan’s Wells Fargo WFC Stock Holding History

Marshall & Sullivan’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	-56	Closed	-$2K	–	92
2022 Q2	$2K	Buy	+56	New	+$2.46K	﹤0.01%	88

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Marshall & Sullivan's WFC Position: Q3 2022 in Review

Marshall & Sullivan sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 56 shares — an estimated $2K sold.

Marshall & Sullivan first reported a position in WFC in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Marshall & Sullivan reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Marshall & Sullivan sold 56 Wells Fargo shares in Q3 2022, an estimated $2K.
Marshall & Sullivan first reported a position in Wells Fargo in Q2 2022 and held it in 1 quarter.
Marshall & Sullivan's Wells Fargo position peaked at $2K in Q2 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.