Polaris Wealth Advisory Group’s Wells Fargo WFC Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$13.5M	Buy	329,710 +2,148	+0.7%	+$92.7K	1.03%	35
2023 Q2	$14M	Buy	327,562 +21,842	+7%	+$879K	1.06%	34
2023 Q1	$11.4M	Buy	305,720 +147,017	+93%	+$6.41M	0.84%	41
2022 Q4	$6.78M	Buy	+158,703	New	+$7.02M	0.51%	66
2021 Q3	–	Sell	-477,609	Closed	-$21.7M	–	203
2021 Q2	$21.7M	Buy	477,609 +187,521	+65%	+$8.37M	1.29%	29
2021 Q1	$11.7M	Sell	290,088 -250,572	-46%	-$8.87M	0.75%	43
2020 Q4	$17.9M	Buy	+540,660	New	+$14M	1.34%	29
2020 Q1	–	Sell	-401,403	Closed	-$19.8M	–	182
2019 Q4	$19.8M	Buy	+401,403	New	+$21M	1.32%	39
2018 Q4	–	Sell	-728	Closed	-$38K	–	466
2018 Q3	$38K	Buy	+728	New	+$41.6K	﹤0.01%	270
2018 Q2	–	Sell	-707	Closed	-$37K	–	433
2018 Q1	$37K	Buy	+707	New	+$42K	﹤0.01%	243
2016 Q1	–	Sell	-153,928	Closed	-$8.37M	–	153
2015 Q4	$8.37M	Buy	153,928 +30,280	+24%	+$1.64M	1.35%	42
2015 Q3	$6.35M	Buy	123,648 +20,549	+20%	+$1.13M	1.3%	41
2015 Q2	$5.8M	Buy	103,099 +14,024	+16%	+$782K	1.15%	37
2015 Q1	$4.85M	Buy	89,075 +31,770	+55%	+$1.72M	0.88%	47
2014 Q4	$3.14M	Buy	57,305 +7,209	+14%	+$382K	0.65%	44
2014 Q3	$2.6M	Buy	50,096 +43,375	+645%	+$2.23M	0.58%	42
2014 Q2	$353K	Hold	6,721	–	–	0.08%	70
2014 Q1	$334K	Hold	6,721	–	–	0.08%	72
2013 Q4	$305K	Hold	6,721	–	–	0.08%	76
2013 Q3	$278K	Hold	6,721	–	–	0.09%	52
2013 Q2	$277K	Buy	+6,721	New	+$262K	0.11%	57

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

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

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

Norges Bank Oslo, Norway $935B AUM

Polaris Wealth Advisory Group's WFC Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Wells Fargo (WFC) stake by 0.66% in Q3 2023, buying an estimated $92.7K and bringing the position to 329,710 shares worth $13.5M. The position accounts for 1.03% of the portfolio, ranked #35.

Polaris Wealth Advisory Group first reported a position in WFC in Q2 2013 and has held it in 21 quarters since. The position peaked at $21.7M in Q2 2021. 1,969 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Polaris Wealth Advisory Group held 329,710 shares of Wells Fargo worth $13.5M as of Q3 2023.
Polaris Wealth Advisory Group bought 2,148 Wells Fargo shares in Q3 2023, an estimated $92.7K.
Wells Fargo made up 1.03% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #35 holding.
Polaris Wealth Advisory Group first reported a position in Wells Fargo in Q2 2013 and has held it in 21 quarters since.
Polaris Wealth Advisory Group's Wells Fargo position peaked at $21.7M in Q2 2021.
1,969 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.