Resource Management’s Wells Fargo WFC Stock Holding History

Resource Management’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	$989K	Sell	20,609 -2,284	-10%	-$112K	0.1%	70
2021 Q3	$1.06M	Buy	22,893 +1,556	+7%	+$72K	0.12%	63
2021 Q2	$966K	Sell	21,337 -9,129	-30%	-$408K	0.11%	66
2021 Q1	$1.19M	Buy	30,466 +9,761	+47%	+$346K	0.14%	52
2020 Q4	$625K	Sell	20,705 -4,652	-18%	-$120K	0.09%	86
2020 Q3	$596K	Sell	25,357 -221	-0.9%	-$5.45K	0.1%	78
2020 Q2	$654K	Sell	25,578 -9,265	-27%	-$253K	0.11%	61
2020 Q1	$1M	Buy	34,843 +2,296	+7%	+$97.6K	0.21%	42
2019 Q4	$1.75M	Buy	32,547 +2,082	+7%	+$109K	0.28%	32
2019 Q3	$1.54M	Sell	30,465 -4,084	-12%	-$192K	0.27%	33
2019 Q2	$1.64M	Sell	34,549 -2,087	-6%	-$97.6K	0.28%	32
2019 Q1	$1.77M	Sell	36,636 -3,185	-8%	-$157K	0.32%	29
2018 Q4	$1.83M	Sell	39,821 -5,539	-12%	-$284K	0.38%	25
2018 Q3	$2.38M	Buy	45,360 +12	+0%	+$685	0.44%	20
2018 Q2	$2.51M	Buy	45,348 +370	+0.8%	+$19.8K	0.49%	18
2018 Q1	$2.36M	Sell	44,978 -1,206	-3%	-$71.6K	0.5%	19
2017 Q4	$2.68M	Buy	+46,184	New	+$2.61M	0.55%	18

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Resource Management's WFC Position: Q4 2021 in Review

Resource Management reduced its Wells Fargo (WFC) stake by 10% in Q4 2021, selling an estimated $112K and leaving 20,609 shares worth $989K. The position accounts for 0.1% of the portfolio, ranked #70.

Resource Management first reported a position in WFC in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.68M in Q4 2017. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Resource Management held 20,609 shares of Wells Fargo worth $989K as of Q4 2021.
Resource Management sold 2,284 Wells Fargo shares in Q4 2021, an estimated $112K.
Wells Fargo made up 0.1% of Resource Management's portfolio in Q4 2021, its #70 holding.
Resource Management first reported a position in Wells Fargo in Q4 2017 and has held it in 17 quarters since.
Resource Management's Wells Fargo position peaked at $2.68M in Q4 2017.
2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

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