Sanford Advisory Services’s Wells Fargo WFC Stock Holding History

Sanford Advisory Services’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 Q4	$286K	Hold	6,930	–	–	0.07%	110
2022 Q3	$279K	Hold	6,930	–	–	0.08%	93
2022 Q2	$271K	Hold	6,930	–	–	0.08%	98
2022 Q1	$336K	Hold	6,930	–	–	0.09%	81
2021 Q4	$332K	Sell	6,930 -160	-2%	-$7.88K	0.07%	85
2021 Q3	$329K	Hold	7,090	–	–	0.08%	81
2021 Q2	$321K	Hold	7,090	–	–	0.08%	83
2021 Q1	$277K	Hold	7,090	–	–	0.08%	87
2020 Q4	$214K	Buy	+7,090	New	+$184K	0.07%	92

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

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

Norges Bank Oslo, Norway $935B AUM

Sanford Advisory Services's WFC Position: Q4 2022 in Review

Sanford Advisory Services held its Wells Fargo (WFC) position steady in Q4 2022 at 6,930 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #110.

Sanford Advisory Services first reported a position in WFC in Q4 2020 and has held it in 9 quarters since. The position peaked at $336K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Sanford Advisory Services held 6,930 shares of Wells Fargo worth $286K as of Q4 2022.
Sanford Advisory Services left its Wells Fargo share count unchanged in Q4 2022.
Wells Fargo made up 0.07% of Sanford Advisory Services's portfolio in Q4 2022, its #110 holding.
Sanford Advisory Services first reported a position in Wells Fargo in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Wells Fargo position peaked at $336K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.