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RGT Wealth Advisors’s Wells Fargo WFC Stock Holding History

RGT Wealth 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
2022
Q3 		$544K Buy
13,532
+2,432
+22% +$104K 0.09% 38
2022
Q2 		$435K Sell
11,100
-2,477
-18% -$109K 0.07% 58
2022
Q1 		$658K Buy
13,577
+32
+0.2% +$1.71K 0.1% 49
2021
Q4 		$650K Sell
13,545
-738
-5% -$36.3K 0.1% 50
2021
Q3 		$663K Buy
14,283
+738
+5% +$34.2K 0.13% 23
2021
Q2 		$613K Sell
13,545
-98
-0.7% -$4.38K 0.11% 24
2021
Q1 		$533K Sell
13,643
-767
-5% -$27.2K 0.1% 24
2020
Q4 		$435K Buy
14,410
+622
+5% +$16.1K 0.09% 37
2020
Q3 		$324K Buy
13,788
+183
+1% +$4.51K 0.08% 24
2020
Q2 		$348K Sell
13,605
-10,000
-42% -$274K 0.1% 26
2020
Q1 		$677K Buy
23,605
+60
+0.3% +$2.55K 0.43% 12
2019
Q4 		$1.27M Sell
23,545
-740
-3% -$38.8K 3.82% 8
2019
Q3 		$1.23M Sell
24,285
-927
-4% -$43.7K 3.56% 9
2019
Q2 		$1.19M Buy
+25,212
New +$1.18M 3.76% 9
2018
Q2 		– Sell
-21,499
Closed -$1.13M – 90
2018
Q1 		$1.13M Sell
21,499
-3,615
-14% -$215K 0.54% 25
2017
Q4 		$1.52M Buy
25,114
+823
+3% +$46.5K 0.82% 19
2017
Q3 		$1.34M Sell
24,291
-35
-0.1% -$1.86K 0.89% 20
2017
Q2 		$1.35M Buy
+24,326
New +$1.3M 0.92% 19
2017
Q1 		– Sell
-27,987
Closed -$1.54M – 138
2016
Q4 		$1.54M Sell
27,987
-200
-0.7% -$10.1K 0.87% 20
2016
Q3 		$1.25M Buy
+28,187
New +$1.35M 0.77% 19

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

RGT Wealth Advisors's WFC Position: Q3 2022 in Review

RGT Wealth Advisors increased its Wells Fargo (WFC) stake by 22% in Q3 2022, buying an estimated $104K and bringing the position to 13,532 shares worth $544K. The position accounts for 0.09% of the portfolio, ranked #38.

RGT Wealth Advisors first reported a position in WFC in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.54M in Q4 2016. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • RGT Wealth Advisors held 13,532 shares of Wells Fargo worth $544K as of Q3 2022.
  • RGT Wealth Advisors bought 2,432 Wells Fargo shares in Q3 2022, an estimated $104K.
  • Wells Fargo made up 0.09% of RGT Wealth Advisors's portfolio in Q3 2022, its #38 holding.
  • RGT Wealth Advisors first reported a position in Wells Fargo in Q3 2016 and has held it in 20 quarters since.
  • RGT Wealth Advisors's Wells Fargo position peaked at $1.54M in Q4 2016.
  • 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.