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Milestone Wealth’s Wells Fargo WFC Stock Holding History

Milestone 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
2022
Q3 		$52K Hold
1,305
– – 0.06% 104
2022
Q2 		$51K Sell
1,305
-421
-24% -$18.5K 0.05% 109
2022
Q1 		$83K Hold
1,726
– – 0.07% 96
2021
Q4 		$83K Buy
+1,726
New +$85K 0.07% 96

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Milestone Wealth's WFC Position: Q3 2022 in Review

Milestone Wealth held its Wells Fargo (WFC) position steady in Q3 2022 at 1,305 shares worth $52K. The position accounts for 0.06% of the portfolio, ranked #104.

Milestone Wealth first reported a position in WFC in Q4 2021 and has held it in 4 quarters since. The position peaked at $83K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Milestone Wealth held 1,305 shares of Wells Fargo worth $52K as of Q3 2022.
  • Milestone Wealth left its Wells Fargo share count unchanged in Q3 2022.
  • Wells Fargo made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #104 holding.
  • Milestone Wealth first reported a position in Wells Fargo in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Wells Fargo position peaked at $83K in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.