Old Port Advisors’s Wells Fargo WFC Stock Holding History

Old Port 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
2021 Q2	–	Sell	-5,807	Closed	-$227K	–	227
2021 Q1	$227K	Buy	+5,807	New	+$206K	0.09%	194

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

Old Port Advisors's WFC Position: Q2 2021 in Review

Old Port Advisors sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 5,807 shares — an estimated $227K sold.

Old Port Advisors first reported a position in WFC in Q1 2021 and held it in 1 quarter. The position peaked at $227K in Q1 2021. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Old Port Advisors reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Old Port Advisors sold 5,807 Wells Fargo shares in Q2 2021, an estimated $227K.
Old Port Advisors first reported a position in Wells Fargo in Q1 2021 and held it in 1 quarter.
Old Port Advisors's Wells Fargo position peaked at $227K in Q1 2021.
1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Old Port Advisors's 13F filing for Q2 2021, filed 20 Jul 2021.