Minot Wealth Management’s Wells Fargo WFC Stock Holding History

Minot Wealth 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
2022 Q2	$303K	Sell	7,727 -531	-6%	-$23.3K	0.08%	146
2022 Q1	$400K	Buy	8,258 +418	+5%	+$22.4K	0.09%	139
2021 Q4	$376K	Buy	7,840 +90	+1%	+$4.43K	0.07%	145
2021 Q3	$360K	Sell	7,750 -146	-2%	-$6.76K	0.08%	146
2021 Q2	$341K	Buy	7,896 +3	+0%	+$134	0.07%	145
2021 Q1	$308K	Buy	7,893 +433	+6%	+$15.3K	0.08%	138
2020 Q4	$225K	Buy	+7,460	New	+$193K	0.07%	145
2020 Q1	–	Sell	-7,558	Closed	-$367K	–	136
2019 Q4	$367K	Buy	+7,558	New	+$396K	0.17%	99

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Minot Wealth Management's WFC Position: Q2 2022 in Review

Minot Wealth Management reduced its Wells Fargo (WFC) stake by 6.4% in Q2 2022, selling an estimated $23.3K and leaving 7,727 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #146.

Minot Wealth Management first reported a position in WFC in Q4 2019 and has held it in 8 quarters since. The position peaked at $400K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Minot Wealth Management held 7,727 shares of Wells Fargo worth $303K as of Q2 2022.
Minot Wealth Management sold 531 Wells Fargo shares in Q2 2022, an estimated $23.3K.
Wells Fargo made up 0.08% of Minot Wealth Management's portfolio in Q2 2022, its #146 holding.
Minot Wealth Management first reported a position in Wells Fargo in Q4 2019 and has held it in 8 quarters since.
Minot Wealth Management's Wells Fargo position peaked at $400K in Q1 2022.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.