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Sharkey, Howes & Javer’s Wells Fargo WFC Stock Holding History

Sharkey, Howes & Javer’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 		– Sell
-13,902
Closed -$645K – 83
2021
Q3 		$645K Hold
13,902
– – 0.17% 52
2021
Q2 		$630K Hold
13,902
– – 0.17% 53
2021
Q1 		$543K Hold
13,902
– – 0.17% 52
2020
Q4 		$420K Sell
13,902
-2
-0% -$52 0.14% 54
2020
Q3 		$327K Buy
13,904
+2,517
+22% +$62K 0.12% 56
2020
Q2 		$292K Hold
11,387
– – 0.13% 56
2020
Q1 		$327K Buy
11,387
+4,795
+73% +$204K 0.17% 51
2019
Q4 		$355K Hold
6,592
– – 0.15% 49
2019
Q3 		$332K Hold
6,592
– – 0.14% 47
2019
Q2 		$312K Hold
6,592
– – 0.14% 43
2019
Q1 		$319K Sell
6,592
-18,000
-73% -$885K 0.15% 44
2018
Q4 		$1.13M Buy
24,592
+20,955
+576% +$1.07M 0.74% 20
2018
Q3 		$191K Hold
3,637
– – 0.1% 52
2018
Q2 		$202K Sell
3,637
-8
-0.2% -$429 0.11% 40
2018
Q1 		$191K Sell
3,645
-992
-21% -$58.9K 0.11% 35
2017
Q4 		$281K Buy
4,637
+31
+0.7% +$1.75K 0.16% 29
2017
Q3 		$256K Buy
4,606
+36
+0.8% +$1.91K 0.13% 34
2017
Q2 		$253K Sell
4,570
-87
-2% -$4.66K 0.14% 31
2017
Q1 		$259K Sell
4,657
-844
-15% -$47.9K 0.14% 31
2016
Q4 		$303K Sell
5,501
-458
-8% -$23K 0.18% 27
2016
Q3 		$264K Buy
5,959
+44
+0.7% +$2.1K 0.16% 27
2016
Q2 		$280K Buy
5,915
+44
+0.7% +$2.15K 0.17% 28
2016
Q1 		$284K Buy
5,871
+45
+0.8% +$2.2K 0.21% 29
2015
Q4 		$317K Sell
5,826
-21
-0.4% -$1.14K 0.22% 30
2015
Q3 		$308K Buy
5,847
+101
+2% +$5.55K 0.24% 30
2015
Q2 		$323K Sell
5,746
-1,742
-23% -$97.1K 0.24% 19
2015
Q1 		$407K Buy
+7,488
New +$405K 0.26% 27

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Sharkey, Howes & Javer's WFC Position: Q4 2021 in Review

Sharkey, Howes & Javer sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 13,902 shares — an estimated $645K sold.

Sharkey, Howes & Javer first reported a position in WFC in Q1 2015 and held it in 27 quarters. The position peaked at $1.13M in Q4 2018. 2,072 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Sharkey, Howes & Javer reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 13,902 Wells Fargo shares in Q4 2021, an estimated $645K.
  • Sharkey, Howes & Javer first reported a position in Wells Fargo in Q1 2015 and held it in 27 quarters.
  • Sharkey, Howes & Javer's Wells Fargo position peaked at $1.13M in Q4 2018.
  • 2,072 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2021, filed 3 Feb 2022.