Personal Wealth Partners’s Wells Fargo WFC Stock Holding History

Personal Wealth 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
2021 Q3	–	Sell	-847	Closed	-$38K	–	395
2021 Q2	$38K	Buy	+847	New	+$37.8K	0.02%	167
2020 Q1	–	Sell	-990	Closed	-$53K	–	622
2019 Q4	$53K	Sell	990 -16,052	-94%	-$841K	0.02%	139
2019 Q3	$860K	Hold	17,042	–	–	0.4%	25
2019 Q2	$806K	Hold	17,042	–	–	0.39%	24
2019 Q1	$823K	Sell	17,042 -250	-1%	-$12.3K	0.44%	25
2018 Q4	$797K	Buy	+17,292	New	+$886K	0.5%	20

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

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

Personal Wealth Partners's WFC Position: Q3 2021 in Review

Personal Wealth Partners sold out of Wells Fargo (WFC) in Q3 2021, closing a stake of 847 shares — an estimated $38K sold.

Personal Wealth Partners first reported a position in WFC in Q4 2018 and held it in 6 quarters. The position peaked at $860K in Q3 2019. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

Personal Wealth Partners reported no remaining Wells Fargo position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 847 Wells Fargo shares in Q3 2021, an estimated $38K.
Personal Wealth Partners first reported a position in Wells Fargo in Q4 2018 and held it in 6 quarters.
Personal Wealth Partners's Wells Fargo position peaked at $860K in Q3 2019.
1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.