MGO Private Wealth’s Wells Fargo WFC Stock Holding History

MGO Private Wealth’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	-18,437	Closed	-$761K	–	133
2022 Q4	$761K	Sell	18,437 -479	-3%	-$21.2K	0.35%	60
2022 Q3	$761K	Buy	+18,916	New	+$813K	0.36%	52

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

MGO Private Wealth's WFC Position: Q1 2023 in Review

MGO Private Wealth sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 18,437 shares — an estimated $761K sold.

MGO Private Wealth first reported a position in WFC in Q3 2022 and held it in 2 quarters. The position peaked at $761K in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

MGO Private Wealth reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
MGO Private Wealth sold 18,437 Wells Fargo shares in Q1 2023, an estimated $761K.
MGO Private Wealth first reported a position in Wells Fargo in Q3 2022 and held it in 2 quarters.
MGO Private Wealth's Wells Fargo position peaked at $761K in Q4 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.