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Nauset Wealth Management’s Wells Fargo WFC Stock Holding History

Nauset 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
Q1 		$0 Buy
+1
New +$54 ﹤0.01% 233

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Nauset Wealth Management's WFC Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Wells Fargo (WFC) in Q1 2022: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #233 among its holdings.

2,139 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Nauset Wealth Management held 1 share of Wells Fargo worth $0 as of Q1 2022.
  • Wells Fargo was a new Nauset Wealth Management position in Q1 2022.
  • Wells Fargo made up ﹤0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #233 holding.
  • 2,139 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.