Members Capital Advisors Inc’s Wells Fargo WFC Stock Holding History

Members Capital Advisors Inc’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	-36,100	Closed	-$1.68M	–	72
2021 Q3	$1.68M	Hold	36,100	–	–	0.91%	37
2021 Q2	$1.64M	Hold	36,100	–	–	1.01%	30
2021 Q1	$1.41M	Hold	36,100	–	–	1.08%	38
2020 Q4	$1.09M	Hold	36,100	–	–	0.92%	37
2020 Q3	$849K	Buy	+36,100	New	+$890K	0.8%	42
2020 Q1	–	Sell	-26,100	Closed	-$1.4M	–	47
2019 Q4	$1.4M	Buy	+26,100	New	+$1.37M	1.07%	37

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

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

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

Members Capital Advisors Inc's WFC Position: Q4 2021 in Review

Members Capital Advisors Inc sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 36,100 shares — an estimated $1.68M sold.

Members Capital Advisors Inc first reported a position in WFC in Q4 2019 and held it in 6 quarters. The position peaked at $1.68M in Q3 2021. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Members Capital Advisors Inc reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Members Capital Advisors Inc sold 36,100 Wells Fargo shares in Q4 2021, an estimated $1.68M.
Members Capital Advisors Inc first reported a position in Wells Fargo in Q4 2019 and held it in 6 quarters.
Members Capital Advisors Inc's Wells Fargo position peaked at $1.68M in Q3 2021.
2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Members Capital Advisors Inc's 13F filing for Q4 2021, filed 20 Jan 2022.