Stelac Advisory Services’s Wells Fargo WFC Stock Holding History

Stelac Advisory Services’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	-11,608	Closed	-$495K	–	161
2023 Q2	$495K	Sell	11,608 -775	-6%	-$31.2K	0.22%	88
2023 Q1	$463K	Hold	12,383	–	–	0.2%	89
2022 Q4	$511K	Hold	12,383	–	–	0.23%	71
2022 Q3	$498K	Hold	12,383	–	–	0.23%	73
2022 Q2	$485K	Buy	12,383 +8,480	+217%	+$372K	0.2%	82
2022 Q1	$189K	Sell	3,903 -7,511	-66%	-$402K	0.07%	109
2021 Q4	$548K	Buy	11,414 +484	+4%	+$23.8K	0.15%	87
2021 Q3	$507K	Buy	10,930 +3,321	+44%	+$154K	0.14%	111
2021 Q2	$345K	Buy	+7,609	New	+$340K	0.08%	161
2018 Q4	–	Sell	-2,523	Closed	-$133K	–	134
2018 Q3	$133K	Sell	2,523 -735	-23%	-$42K	0.04%	107
2018 Q2	$181K	Sell	3,258 -323	-9%	-$17.3K	0.05%	88
2018 Q1	$188K	Buy	3,581 +1,784	+99%	+$106K	0.06%	75
2017 Q4	$109K	Buy	+1,797	New	+$101K	0.05%	62
2017 Q3	–	Sell	-1,883	Closed	-$104K	–	85
2017 Q2	$104K	Buy	+1,883	New	+$101K	0.03%	65
2016 Q3	–	Sell	-8,127	Closed	-$385K	–	65
2016 Q2	$385K	Buy	+8,127	New	+$396K	0.12%	32

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

Stelac Advisory Services's WFC Position: Q3 2023 in Review

Stelac Advisory Services sold out of Wells Fargo (WFC) in Q3 2023, closing a stake of 11,608 shares — an estimated $495K sold.

Stelac Advisory Services first reported a position in WFC in Q2 2016 and held it in 15 quarters. The position peaked at $548K in Q4 2021. 1,968 funds tracked by Wall St. Rank hold WFC as of Q3 2023.

Stelac Advisory Services reported no remaining Wells Fargo position as of Q3 2023 after selling out during the quarter.
Stelac Advisory Services sold 11,608 Wells Fargo shares in Q3 2023, an estimated $495K.
Stelac Advisory Services first reported a position in Wells Fargo in Q2 2016 and held it in 15 quarters.
Stelac Advisory Services's Wells Fargo position peaked at $548K in Q4 2021.
1,968 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.