McElhenny Sheffield Capital Management’s Wells Fargo WFC Stock Holding History

McElhenny Sheffield Capital 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 Q1	–	Sell	-163	Closed	-$6.73K	–	614
2022 Q4	$6.73K	Buy	+163	New	+$7.21K	﹤0.01%	361
2022 Q1	–	Sell	-24,663	Closed	-$1.18M	–	129
2021 Q4	$1.18M	Buy	+24,663	New	+$1.21M	0.44%	27

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

McElhenny Sheffield Capital Management's WFC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 163 shares — an estimated $6.73K sold.

McElhenny Sheffield Capital Management first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $1.18M in Q4 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 163 Wells Fargo shares in Q1 2023, an estimated $6.73K.
McElhenny Sheffield Capital Management first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
McElhenny Sheffield Capital Management's Wells Fargo position peaked at $1.18M in Q4 2021.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.