MBM Wealth Consultants’s Wells Fargo WFC Stock Holding History

MBM Wealth Consultants’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	-500	Closed	-$19K	–	268
2023 Q1	$19K	Hold	500	–	–	0.01%	192
2022 Q4	$21K	Sell	500 -615	-55%	-$27.2K	0.01%	199
2022 Q3	$46K	Hold	1,115	–	–	0.02%	154
2022 Q2	$44K	Hold	1,115	–	–	0.02%	165
2022 Q1	$54K	Hold	1,115	–	–	0.02%	177
2021 Q4	$53K	Hold	1,115	–	–	0.02%	155
2021 Q3	$52K	Hold	1,115	–	–	0.02%	147
2021 Q2	$50K	Hold	1,115	–	–	0.02%	142
2021 Q1	$44K	Hold	1,115	–	–	0.02%	142
2020 Q4	$34K	Hold	1,115	–	–	0.02%	151
2020 Q3	$26K	Hold	1,115	–	–	0.02%	155
2020 Q2	$29K	Hold	1,115	–	–	0.02%	144
2020 Q1	$32K	Hold	1,115	–	–	0.03%	124
2019 Q4	$60K	Hold	1,115	–	–	0.04%	115
2019 Q3	$56K	Hold	1,115	–	–	0.04%	118
2019 Q2	$53K	Hold	1,115	–	–	0.04%	122
2019 Q1	$54K	Hold	1,115	–	–	0.05%	121
2018 Q4	$51K	Buy	+1,115	New	+$57.1K	0.05%	131

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

MBM Wealth Consultants's WFC Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 500 shares — an estimated $19K sold.

MBM Wealth Consultants first reported a position in WFC in Q4 2018 and held it in 18 quarters. The position peaked at $60K in Q4 2019. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

MBM Wealth Consultants reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 500 Wells Fargo shares in Q2 2023, an estimated $19K.
MBM Wealth Consultants first reported a position in Wells Fargo in Q4 2018 and held it in 18 quarters.
MBM Wealth Consultants's Wells Fargo position peaked at $60K in Q4 2019.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.