Quattro Financial Advisors’s Wells Fargo WFC Stock Holding History

Quattro Financial Advisors’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	-5,000	Closed	-$242K	–	97
2022 Q1	$242K	Sell	5,000 -5,000	-50%	-$268K	0.08%	72
2021 Q4	$480K	Hold	10,000	–	–	0.17%	75
2021 Q3	$502K	Hold	10,000	–	–	0.13%	75
2021 Q2	$445K	Sell	10,000 -54,890	-85%	-$2.45M	0.12%	81
2021 Q1	$2.88M	Buy	+64,890	New	+$2.3M	0.65%	38
2017 Q2	–	Sell	-832	Closed	-$46.3K	–	77
2017 Q1	$46.3K	Buy	+832	New	+$47.2K	0.02%	67

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

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

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

Quattro Financial Advisors's WFC Position: Q2 2022 in Review

Quattro Financial Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 5,000 shares — an estimated $242K sold.

Quattro Financial Advisors first reported a position in WFC in Q1 2017 and held it in 6 quarters. The position peaked at $2.88M in Q1 2021. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Quattro Financial Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Quattro Financial Advisors sold 5,000 Wells Fargo shares in Q2 2022, an estimated $242K.
Quattro Financial Advisors first reported a position in Wells Fargo in Q1 2017 and held it in 6 quarters.
Quattro Financial Advisors's Wells Fargo position peaked at $2.88M in Q1 2021.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Quattro Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.