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Paradigm Strategies in Wealth Management’s Wells Fargo WFC Stock Holding History

Paradigm Strategies in 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
2021
Q4 		– Sell
-5,333
Closed -$248K – 51
2021
Q3 		$248K Buy
5,333
+4,727
+780% +$219K 0.23% 41
2021
Q2 		$27K Sell
606
-371
-38% -$16.6K 0.02% 126
2021
Q1 		$38K Buy
+977
New +$34.6K 0.04% 112

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Paradigm Strategies in Wealth Management's WFC Position: Q4 2021 in Review

Paradigm Strategies in Wealth Management sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 5,333 shares — an estimated $248K sold.

Paradigm Strategies in Wealth Management first reported a position in WFC in Q1 2021 and held it in 3 quarters. The position peaked at $248K in Q3 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 5,333 Wells Fargo shares in Q4 2021, an estimated $248K.
  • Paradigm Strategies in Wealth Management first reported a position in Wells Fargo in Q1 2021 and held it in 3 quarters.
  • Paradigm Strategies in Wealth Management's Wells Fargo position peaked at $248K in Q3 2021.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.