My Personal CFO LLC’s Wells Fargo WFC Stock Holding History

My Personal CFO LLC’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	-425	Closed	-$17.5K	–	828
2022 Q4	$17.5K	Buy	+425	New	+$18.8K	0.02%	216

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

My Personal CFO LLC's WFC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 425 shares — an estimated $17.5K sold.

My Personal CFO LLC first reported a position in WFC in Q4 2022 and held it in 1 quarter. The position peaked at $17.5K in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

My Personal CFO LLC reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 425 Wells Fargo shares in Q1 2023, an estimated $17.5K.
My Personal CFO LLC first reported a position in Wells Fargo in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Wells Fargo position peaked at $17.5K in Q4 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.