MD Financial Management
WFC icon

MD Financial Management’s Wells Fargo WFC Stock Holding History

MD Financial 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
2021
Q4 		– Sell
-105
Closed -$5K – 323
2021
Q3 		$5K Sell
105
-225
-68% -$10.4K ﹤0.01% 294
2021
Q2 		$15K Sell
330
-90,045
-100% -$4.02M ﹤0.01% 284
2021
Q1 		$3.53M Buy
90,375
+90,270
+85,971% +$3.2M 0.1% 78
2020
Q4 		$3K Buy
+105
New +$2.72K ﹤0.01% 121

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

MD Financial Management's WFC Position: Q4 2021 in Review

MD Financial Management sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 105 shares — an estimated $5K sold.

MD Financial Management first reported a position in WFC in Q4 2020 and held it in 4 quarters. The position peaked at $3.53M in Q1 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • MD Financial Management reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • MD Financial Management sold 105 Wells Fargo shares in Q4 2021, an estimated $5K.
  • MD Financial Management first reported a position in Wells Fargo in Q4 2020 and held it in 4 quarters.
  • MD Financial Management's Wells Fargo position peaked at $3.53M in Q1 2021.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.