REDW Wealth’s Wells Fargo WFC Stock Holding History

REDW Wealth’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 Q1	–	Sell	-5,421	Closed	-$260K	–	130
2021 Q4	$260K	Hold	5,421	–	–	0.08%	100
2021 Q3	$252K	Hold	5,421	–	–	0.08%	95
2021 Q2	$246K	Hold	5,421	–	–	0.08%	99
2021 Q1	$212K	Buy	+5,421	New	+$192K	0.07%	107
2020 Q1	–	Sell	-4,500	Closed	-$242K	–	84
2019 Q4	$242K	Hold	4,500	–	–	0.13%	70
2019 Q3	$227K	Hold	4,500	–	–	0.13%	73
2019 Q2	$213K	Hold	4,500	–	–	0.13%	78
2019 Q1	$217K	Hold	4,500	–	–	0.13%	78
2018 Q4	$207K	Hold	4,500	–	–	0.14%	75
2018 Q3	$237K	Hold	4,500	–	–	0.16%	72
2018 Q2	$249K	Buy	+4,500	New	+$241K	0.18%	68

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

REDW Wealth's WFC Position: Q1 2022 in Review

REDW Wealth sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 5,421 shares — an estimated $260K sold.

REDW Wealth first reported a position in WFC in Q2 2018 and held it in 11 quarters. The position peaked at $260K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

REDW Wealth reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
REDW Wealth sold 5,421 Wells Fargo shares in Q1 2022, an estimated $260K.
REDW Wealth first reported a position in Wells Fargo in Q2 2018 and held it in 11 quarters.
REDW Wealth's Wells Fargo position peaked at $260K in Q4 2021.
2,141 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on REDW Wealth's 13F filing for Q1 2022, filed 10 May 2022.