Standard Family Office’s Wells Fargo WFC Stock Holding History

Standard Family Office’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
2023 Q3	–	Sell	-3,140	Closed	-$134K	–	3
2023 Q2	$134K	Hold	3,140	–	–	0.23%	3
2023 Q1	$117K	Hold	3,140	–	–	0.21%	3
2022 Q4	$130K	Sell	3,140 -6,532	-68%	-$289K	0.25%	3
2022 Q3	$389K	Buy	+9,672	New	+$416K	0.17%	19
2022 Q2	–	Sell	-2,035	Closed	-$99K	–	263
2022 Q1	$99K	Buy	+2,035	New	+$109K	0.03%	39
2021 Q4	–	Sell	-1,400	Closed	-$65K	–	252
2021 Q3	$65K	Sell	1,400 -5,781	-81%	-$268K	0.02%	44
2021 Q2	$325K	Buy	7,181 +2,173	+43%	+$97K	0.07%	115
2021 Q1	$196K	Sell	5,008 -1,400	-22%	-$49.6K	0.05%	127
2020 Q4	$193K	Buy	+6,408	New	+$166K	0.05%	125

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Standard Family Office's WFC Position: Q3 2023 in Review

Standard Family Office sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 3,140 shares — an estimated $134K sold.

Standard Family Office first reported a position in WFC in Q4 2020 and held it in 9 quarters. The position peaked at $389K in Q3 2022. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Standard Family Office reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Standard Family Office sold 3,140 Wells Fargo shares in Q3 2023, an estimated $134K.
Standard Family Office first reported a position in Wells Fargo in Q4 2020 and held it in 9 quarters.
Standard Family Office's Wells Fargo position peaked at $389K in Q3 2022.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Standard Family Office's 13F filing for Q3 2023, filed 13 Nov 2023.