Sierra Capital’s Wells Fargo WFC Stock Holding History

Sierra 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 Q4	–	Sell	-20	Closed	-$885	–	675
2022 Q3	$1K	Sell	20 -3,720	-99%	-$160K	﹤0.01%	641
2022 Q2	$146K	Sell	3,740 -49	-1%	-$2.15K	0.03%	232
2022 Q1	$184K	Buy	3,789 +116	+3%	+$6.21K	0.03%	226
2021 Q4	$176K	Buy	3,673 +30	+0.8%	+$1.48K	0.03%	241
2021 Q3	$169K	Hold	3,643	–	–	0.03%	214
2021 Q2	$165K	Hold	3,643	–	–	0.03%	193
2021 Q1	$142K	Buy	+3,643	New	+$129K	0.03%	212

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

Sierra Capital's WFC Position: Q4 2022 in Review

Sierra Capital sold out of Wells Fargo (WFC) in Q4 2022, closing a stake of 20 shares — an estimated $885 sold.

Sierra Capital first reported a position in WFC in Q1 2021 and held it in 7 quarters. The position peaked at $184K in Q1 2022. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

Sierra Capital reported no remaining Wells Fargo position as of Q4 2022 after selling out during the quarter.
Sierra Capital sold 20 Wells Fargo shares in Q4 2022, an estimated $885.
Sierra Capital first reported a position in Wells Fargo in Q1 2021 and held it in 7 quarters.
Sierra Capital's Wells Fargo position peaked at $184K in Q1 2022.
2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on Sierra Capital's 13F filing for Q4 2022, filed 8 Feb 2023.