Stegent Equity Advisors’s Wells Fargo WFC Stock Holding History

Stegent Equity Advisors’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 Q2	–	Sell	-6,760	Closed	-$328K	–	102
2022 Q1	$328K	Sell	6,760 -1,536	-19%	-$82.2K	0.28%	72
2021 Q4	$396K	Buy	+8,296	New	+$408K	0.32%	72

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

Stegent Equity Advisors's WFC Position: Q2 2022 in Review

Stegent Equity Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 6,760 shares — an estimated $328K sold.

Stegent Equity Advisors first reported a position in WFC in Q4 2021 and held it in 2 quarters. The position peaked at $396K in Q4 2021. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Stegent Equity Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Stegent Equity Advisors sold 6,760 Wells Fargo shares in Q2 2022, an estimated $328K.
Stegent Equity Advisors first reported a position in Wells Fargo in Q4 2021 and held it in 2 quarters.
Stegent Equity Advisors's Wells Fargo position peaked at $396K in Q4 2021.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Stegent Equity Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.