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Sargent Bickham Lagudis’s Wells Fargo WFC Stock Holding History

Sargent Bickham Lagudis’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 		$88.5K Hold
2,145
– – 0.01% 355
2022
Q3 		$86K Buy
2,145
+44
+2% +$1.89K 0.01% 334
2022
Q2 		$82K Hold
2,101
– – 0.01% 345
2022
Q1 		$102K Hold
2,101
– – 0.01% 334
2021
Q4 		$101K Sell
2,101
-51
-2% -$2.51K 0.01% 334
2021
Q3 		$100K Sell
2,152
-359
-14% -$16.6K 0.01% 335
2021
Q2 		$114K Buy
2,511
+274
+12% +$12.2K 0.01% 332
2021
Q1 		$87K Sell
2,237
-165
-7% -$5.84K 0.01% 355
2020
Q4 		$72K Hold
2,402
– – 0.01% 369
2020
Q3 		$56K Sell
2,402
-2,212
-48% -$54.5K 0.01% 369
2020
Q2 		$118K Buy
4,614
+2,074
+82% +$56.7K 0.01% 257
2020
Q1 		$73K Sell
2,540
-1,493
-37% -$63.5K 0.01% 290
2019
Q4 		$217K Buy
4,033
+1,622
+67% +$85K 0.02% 194
2019
Q3 		$122K Sell
2,411
-231
-9% -$10.9K 0.01% 235
2019
Q2 		$125K Sell
2,642
-519
-16% -$24.3K 0.01% 254
2019
Q1 		$153K Buy
3,161
+1,848
+141% +$90.9K 0.02% 239
2018
Q4 		$60K Sell
1,313
-721
-35% -$36.9K 0.01% 338
2018
Q3 		$107K Sell
2,034
-161
-7% -$9.19K 0.01% 267
2018
Q2 		$122K Sell
2,195
-2,536
-54% -$136K 0.02% 250
2018
Q1 		$248K Sell
4,731
-401
-8% -$23.8K 0.03% 182
2017
Q4 		$311K Sell
5,132
-1,438
-22% -$81.2K 0.04% 172
2017
Q3 		$362K Sell
6,570
-3,801
-37% -$202K 0.05% 165
2017
Q2 		$575K Sell
10,371
-272
-3% -$14.6K 0.07% 137
2017
Q1 		$592K Buy
10,643
+580
+6% +$32.9K 0.08% 141
2016
Q4 		$555K Buy
10,063
+9,781
+3,468% +$492K 0.09% 131
2016
Q3 		$389 Sell
282
-7,406
-96% -$354K 0.06% 150
2016
Q2 		$364K Buy
7,688
+1,264
+20% +$61.6K 0.06% 152
2016
Q1 		$311K Buy
+6,424
New +$315K 0.05% 165

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sargent Bickham Lagudis's WFC Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Wells Fargo (WFC) position steady in Q4 2022 at 2,145 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #355.

Sargent Bickham Lagudis first reported a position in WFC in Q1 2016 and has held it in 28 quarters since. The position peaked at $592K in Q1 2017. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • Sargent Bickham Lagudis held 2,145 shares of Wells Fargo worth $88.5K as of Q4 2022.
  • Sargent Bickham Lagudis left its Wells Fargo share count unchanged in Q4 2022.
  • Wells Fargo made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #355 holding.
  • Sargent Bickham Lagudis first reported a position in Wells Fargo in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Wells Fargo position peaked at $592K in Q1 2017.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.