Myriad Asset Management’s Wells Fargo WFC Stock Holding History

Myriad Asset 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 Q1	–	Sell	-79,400	Closed	-$3.81M	–	134
2021 Q4	$3.81M	Buy	+79,400	New	+$3.91M	0.41%	43
2021 Q3	–	Sell	-191,650	Closed	-$8.68M	–	172
2021 Q2	$8.68M	Buy	191,650 +36,900	+24%	+$1.65M	0.65%	29
2021 Q1	$6.05M	Buy	+154,750	New	+$5.48M	0.63%	35

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

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

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

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

Myriad Asset Management's WFC Position: Q1 2022 in Review

Myriad Asset Management sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 79,400 shares — an estimated $3.81M sold.

Myriad Asset Management first reported a position in WFC in Q1 2021 and held it in 3 quarters. The position peaked at $8.68M in Q2 2021. 2,139 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Myriad Asset Management reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Myriad Asset Management sold 79,400 Wells Fargo shares in Q1 2022, an estimated $3.81M.
Myriad Asset Management first reported a position in Wells Fargo in Q1 2021 and held it in 3 quarters.
Myriad Asset Management's Wells Fargo position peaked at $8.68M in Q2 2021.
2,139 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Myriad Asset Management's 13F filing for Q1 2022, filed 16 May 2022.