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PB Investment Partners’s Wells Fargo WFC Stock Holding History

PB Investment Partners’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
-129,306
Closed -$6.27M – 10
2022
Q1 		$6.27M Buy
129,306
+10,038
+8% +$537K 4.26% 9
2021
Q4 		$5.72M Buy
+119,268
New +$5.87M 4.45% 9

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

PB Investment Partners's WFC Position: Q2 2022 in Review

PB Investment Partners sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 129,306 shares — an estimated $6.27M sold.

PB Investment Partners first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $6.27M in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • PB Investment Partners reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • PB Investment Partners sold 129,306 Wells Fargo shares in Q2 2022, an estimated $6.27M.
  • PB Investment Partners first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
  • PB Investment Partners's Wells Fargo position peaked at $6.27M in Q1 2022.
  • 1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on PB Investment Partners's 13F filing for Q2 2022, filed 12 Aug 2022.