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Sonora Investment Management’s Wells Fargo WFC Stock Holding History

Sonora Investment 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
2021
Q3 		$96K Buy
2,072
+243
+13% +$11.2K 0.01% 308
2021
Q2 		$83K Sell
1,829
-9,730
-84% -$434K 0.01% 305
2021
Q1 		$452K Sell
11,559
-590
-5% -$20.9K 0.04% 225
2020
Q4 		$367K Sell
12,149
-1,299
-10% -$33.6K 0.03% 235
2020
Q3 		$316K Sell
13,448
-3,046
-18% -$75.1K 0.03% 231
2020
Q2 		$422K Sell
16,494
-4,619
-22% -$126K 0.04% 192
2020
Q1 		$606K Buy
21,113
+1,514
+8% +$64.4K 0.07% 168
2019
Q4 		$1.05M Sell
19,599
-1,308
-6% -$68.5K 0.1% 147
2019
Q3 		$1.05M Sell
20,907
-457
-2% -$21.5K 0.11% 144
2019
Q2 		$1.01M Buy
21,364
+11
+0.1% +$514 0.11% 142
2019
Q1 		$1.03M Sell
21,353
-1,318
-6% -$64.8K 0.13% 136
2018
Q4 		$1.04M Sell
22,671
-1,549
-6% -$79.3K 0.15% 127
2018
Q3 		$1.27M Sell
24,220
-981
-4% -$56K 0.18% 116
2018
Q2 		$1.4M Sell
25,201
-5
-0% -$268 0.22% 101
2018
Q1 		$1.32M Buy
25,206
+1,715
+7% +$102K 0.21% 98
2017
Q4 		$1.43M Sell
23,491
-30
-0.1% -$1.69K 0.23% 93
2017
Q3 		$1.3M Sell
23,521
-94,800
-80% -$5.04M 0.23% 98
2017
Q2 		$6.56M Buy
118,321
+1,850
+2% +$99.1K 1.24% 23
2017
Q1 		$6.48M Buy
116,471
+2,720
+2% +$154K 1.26% 22
2016
Q4 		$6.27M Sell
113,751
-1,570
-1% -$78.9K 1.3% 24
2016
Q3 		$5.11M Sell
115,321
-1,589
-1% -$76K 1.07% 29
2016
Q2 		$5.53M Buy
116,910
+7,154
+7% +$349K 1.27% 26
2016
Q1 		$5.54M Buy
109,756
+32,661
+42% +$1.6M 1.33% 25
2015
Q4 		$4.19M Buy
77,095
+9,656
+14% +$524K 1.09% 29
2015
Q3 		$3.46M Buy
+67,439
New +$3.71M 1.05% 32

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sonora Investment Management's WFC Position: Q3 2021 in Review

Sonora Investment Management increased its Wells Fargo (WFC) stake by 13% in Q3 2021, buying an estimated $11.2K and bringing the position to 2,072 shares worth $96K. The position accounts for 0.01% of the portfolio, ranked #308.

Sonora Investment Management first reported a position in WFC in Q3 2015 and has held it in 25 quarters since. The position peaked at $6.56M in Q2 2017. 1,907 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Sonora Investment Management held 2,072 shares of Wells Fargo worth $96K as of Q3 2021.
  • Sonora Investment Management bought 243 Wells Fargo shares in Q3 2021, an estimated $11.2K.
  • Wells Fargo made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #308 holding.
  • Sonora Investment Management first reported a position in Wells Fargo in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Wells Fargo position peaked at $6.56M in Q2 2017.
  • 1,907 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.