Oak Family Advisors’s Wells Fargo WFC Stock Holding History

Oak Family Advisors’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	–	Sell	-53,324	Closed	-$2.58M	–	148
2022 Q1	$2.58M	Sell	53,324 -1,239	-2%	-$66.3K	1.01%	24
2021 Q4	$2.62M	Sell	54,563 -2,016	-4%	-$99.3K	0.98%	24
2021 Q3	$2.63M	Sell	56,579 -37,042	-40%	-$1.71M	0.96%	25
2021 Q2	$4.24M	Buy	93,621 +29,078	+45%	+$1.3M	1.77%	13
2021 Q1	$2.52M	Buy	+64,543	New	+$2.28M	1.1%	19

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Oak Family Advisors's WFC Position: Q2 2022 in Review

Oak Family Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 53,324 shares — an estimated $2.58M sold.

Oak Family Advisors first reported a position in WFC in Q1 2021 and held it in 5 quarters. The position peaked at $4.24M in Q2 2021. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Oak Family Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Oak Family Advisors sold 53,324 Wells Fargo shares in Q2 2022, an estimated $2.58M.
Oak Family Advisors first reported a position in Wells Fargo in Q1 2021 and held it in 5 quarters.
Oak Family Advisors's Wells Fargo position peaked at $4.24M in Q2 2021.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Oak Family Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.