MPS Loria Financial Planners’s Wells Fargo WFC Stock Holding History

MPS Loria Financial Planners’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 Q2	–	Sell	-30	Closed	-$1K	–	559
2021 Q1	$1K	Sell	30 -186	-86%	-$6.58K	﹤0.01%	544
2020 Q4	$6K	Buy	216 +30	+16%	+$777	﹤0.01%	356
2020 Q3	$4K	Buy	186 +1	+0.5%	+$25	﹤0.01%	284
2020 Q2	$5K	Buy	+185	New	+$5.06K	﹤0.01%	284
2017 Q3	–	Sell	-690	Closed	-$36K	–	341
2017 Q2	$36K	Buy	+690	New	+$37K	0.02%	177

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

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

MPS Loria Financial Planners's WFC Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 30 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in WFC in Q2 2017 and held it in 5 quarters. The position peaked at $36K in Q2 2017. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

MPS Loria Financial Planners reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 30 Wells Fargo shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Wells Fargo in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Wells Fargo position peaked at $36K in Q2 2017.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.