Mid Atlantic Financial Management’s Wells Fargo WFC Stock Holding History

Mid Atlantic 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 Q3	$614K	Buy	13,230 +314	+2%	+$14.5K	0.04%	397
2021 Q2	$585K	Sell	12,916 -338	-3%	-$15.1K	0.04%	416
2021 Q1	$518K	Sell	13,254 -122	-0.9%	-$4.32K	0.04%	419
2020 Q4	$404K	Sell	13,376 -3,002	-18%	-$77.7K	0.03%	457
2020 Q3	$397K	Sell	16,378 -9,305	-36%	-$229K	0.03%	424
2020 Q2	$657K	Sell	25,683 -2,533	-9%	-$69.3K	0.06%	267
2020 Q1	$810K	Buy	28,216 +1,226	+5%	+$52.1K	0.09%	203
2019 Q4	$1.45M	Buy	26,990 +2,426	+10%	+$127K	0.14%	143
2019 Q3	$1.24M	Buy	24,564 +1,567	+7%	+$73.8K	0.13%	141
2019 Q2	$1.09M	Sell	22,997 -1,725	-7%	-$80.7K	0.11%	176
2019 Q1	$1.2M	Buy	24,722 +652	+3%	+$32.1K	0.13%	146
2018 Q4	$1.11M	Buy	+24,070	New	+$1.23M	0.14%	142

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Mid Atlantic Financial Management's WFC Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Wells Fargo (WFC) stake by 2.4% in Q3 2021, buying an estimated $14.5K and bringing the position to 13,230 shares worth $614K. The position accounts for 0.04% of the portfolio, ranked #397.

Mid Atlantic Financial Management first reported a position in WFC in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.45M in Q4 2019. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Mid Atlantic Financial Management held 13,230 shares of Wells Fargo worth $614K as of Q3 2021.
Mid Atlantic Financial Management bought 314 Wells Fargo shares in Q3 2021, an estimated $14.5K.
Wells Fargo made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #397 holding.
Mid Atlantic Financial Management first reported a position in Wells Fargo in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Wells Fargo position peaked at $1.45M in Q4 2019.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.