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Masso Torrence Wealth Management’s Wells Fargo WFC Stock Holding History

Masso Torrence 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
2022
Q1 		– Sell
-100
Closed -$5K – 357
2021
Q4 		$5K Buy
+100
New +$4.92K ﹤0.01% 317

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Masso Torrence Wealth Management's WFC Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 100 shares — an estimated $5K sold.

Masso Torrence Wealth Management first reported a position in WFC in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 100 Wells Fargo shares in Q1 2022, an estimated $5K.
  • Masso Torrence Wealth Management first reported a position in Wells Fargo in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Wells Fargo position peaked at $5K in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.