Rebalance’s Wells Fargo WFC Stock Holding History

Rebalance’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 Q1	–	Sell	-217	Closed	-$8.96K	–	138
2022 Q4	$8.96K	Buy	+217	New	+$9.61K	﹤0.01%	126

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Rebalance's WFC Position: Q1 2023 in Review

Rebalance sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 217 shares — an estimated $8.96K sold.

Rebalance first reported a position in WFC in Q4 2022 and held it in 1 quarter. The position peaked at $8.96K in Q4 2022. 1,991 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Rebalance reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Rebalance sold 217 Wells Fargo shares in Q1 2023, an estimated $8.96K.
Rebalance first reported a position in Wells Fargo in Q4 2022 and held it in 1 quarter.
Rebalance's Wells Fargo position peaked at $8.96K in Q4 2022.
1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.