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Resolute Advisors’s Wells Fargo WFC Stock Holding History

Resolute 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
-1,704
Closed -$79K – 513
2021
Q3 		$79K Hold
1,704
– – 0.01% 94
2021
Q2 		$83K Buy
1,704
+677
+66% +$30.2K 0.01% 57
2021
Q1 		$24K Buy
+1,027
New +$36.4K ﹤0.01% 136

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

Resolute Advisors's WFC Position: Q4 2021 in Review

Resolute Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 1,704 shares — an estimated $79K sold.

Resolute Advisors first reported a position in WFC in Q1 2021 and held it in 3 quarters. The position peaked at $83K in Q2 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Resolute Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Resolute Advisors sold 1,704 Wells Fargo shares in Q4 2021, an estimated $79K.
  • Resolute Advisors first reported a position in Wells Fargo in Q1 2021 and held it in 3 quarters.
  • Resolute Advisors's Wells Fargo position peaked at $83K in Q2 2021.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.