Selective Wealth Management’s Wells Fargo WFC Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-2,167	Closed	-$87K	–	730
2022 Q3	$87K	Buy	2,167 +1,425	+192%	+$61.2K	0.04%	227
2022 Q2	$29K	Hold	742	–	–	0.01%	412
2022 Q1	$36K	Sell	742 -198	-21%	-$10.6K	0.01%	361
2021 Q4	$45K	Hold	940	–	–	0.02%	290
2021 Q3	$44K	Sell	940 -464	-33%	-$21.5K	0.02%	271
2021 Q2	$64K	Sell	1,404 -672	-32%	-$30K	0.05%	164
2021 Q1	$81K	Buy	2,076 +414	+25%	+$14.7K	0.07%	95
2020 Q4	$50K	Buy	1,662 +39	+2%	+$1.01K	0.03%	110
2020 Q3	$38K	Hold	1,623	–	–	0.03%	111
2020 Q2	$42K	Buy	1,623 +1,127	+227%	+$30.8K	0.03%	122
2020 Q1	$14K	Buy	496 +198	+66%	+$8.42K	0.02%	132
2019 Q4	$16K	Hold	298	–	–	0.02%	137
2019 Q3	$15K	Buy	+298	New	+$14K	0.02%	143
2018 Q3	$10K	Buy	+199	New	+$11.4K	0.12%	89

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

Selective Wealth Management's WFC Position: Q4 2022 in Review

Selective Wealth Management sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 2,167 shares — an estimated $87K sold.

Selective Wealth Management first reported a position in WFC in Q3 2018 and held it in 14 quarters. The position peaked at $87K in Q3 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Selective Wealth Management reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,167 Wells Fargo shares in Q4 2022, an estimated $87K.
Selective Wealth Management first reported a position in Wells Fargo in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Wells Fargo position peaked at $87K in Q3 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.