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Ranch Capital Advisors’s Wells Fargo WFC Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-31
Closed -$1K – 598
2021
Q3 		$1K Hold
31
– – ﹤0.01% 628
2021
Q2 		$1K Hold
31
– – ﹤0.01% 842
2021
Q1 		$1K Hold
31
– – ﹤0.01% 838
2020
Q4 		$0 Hold
31
– – ﹤0.01% 917
2020
Q3 		$0 Hold
31
– – ﹤0.01% 941
2020
Q2 		$0 Sell
31
-180
-85% -$4.92K ﹤0.01% 998
2020
Q1 		$6K Sell
211
-180
-46% -$7.65K 0.01% 696
2019
Q4 		$21K Buy
+391
New +$20.5K 0.02% 498

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ranch Capital Advisors's WFC Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 31 shares — an estimated $1K sold.

Ranch Capital Advisors first reported a position in WFC in Q4 2019 and held it in 8 quarters. The position peaked at $21K in Q4 2019. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Ranch Capital Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 31 Wells Fargo shares in Q4 2021, an estimated $1K.
  • Ranch Capital Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 8 quarters.
  • Ranch Capital Advisors's Wells Fargo position peaked at $21K in Q4 2019.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.