PFG Private Wealth Management’s Wells Fargo WFC Stock Holding History

PFG Private 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
2023 Q2	–	Sell	-5	Closed	-$187	–	297
2023 Q1	$187	Hold	5	–	–	﹤0.01%	277
2022 Q4	$0	Hold	5	–	–	﹤0.01%	429
2022 Q3	$0	Hold	5	–	–	﹤0.01%	372
2022 Q2	$0	Hold	5	–	–	﹤0.01%	340
2022 Q1	$0	Hold	5	–	–	﹤0.01%	359
2021 Q4	$0	Buy	+5	New	+$246	﹤0.01%	349

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PFG Private Wealth Management's WFC Position: Q2 2023 in Review

PFG Private Wealth Management sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 5 shares — an estimated $187 sold.

PFG Private Wealth Management first reported a position in WFC in Q4 2021 and held it in 6 quarters. The position peaked at $187 in Q1 2023. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

PFG Private Wealth Management reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
PFG Private Wealth Management sold 5 Wells Fargo shares in Q2 2023, an estimated $187.
PFG Private Wealth Management first reported a position in Wells Fargo in Q4 2021 and held it in 6 quarters.
PFG Private Wealth Management's Wells Fargo position peaked at $187 in Q1 2023.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on PFG Private Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.