Siena Capital’s Wells Fargo WFC Stock Holding History

Siena Capital’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	–	Sell	-200	Closed	-$8K	–	263
2022 Q2	$8K	Hold	200	–	–	﹤0.01%	184
2022 Q1	$10K	Buy	+200	New	+$10.7K	0.01%	217

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Siena Capital's WFC Position: Q3 2022 in Review

Siena Capital sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 200 shares — an estimated $8K sold.

Siena Capital first reported a position in WFC in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Siena Capital reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Siena Capital sold 200 Wells Fargo shares in Q3 2022, an estimated $8K.
Siena Capital first reported a position in Wells Fargo in Q1 2022 and held it in 2 quarters.
Siena Capital's Wells Fargo position peaked at $10K in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.