SFP
WFC icon

Sterling Financial Planning’s Wells Fargo WFC Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-400
Closed -$19K – 400
2021
Q3 		$19K Hold
400
– – 0.01% 268
2021
Q2 		$18K Hold
400
– – 0.01% 261
2021
Q1 		$16K Hold
400
– – 0.01% 245
2020
Q4 		$12K Buy
+400
New +$10.4K 0.01% 248

Other funds holding WFC

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sterling Financial Planning's WFC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 400 shares — an estimated $19K sold.

Sterling Financial Planning first reported a position in WFC in Q4 2020 and held it in 4 quarters. The position peaked at $19K in Q3 2021. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 400 Wells Fargo shares in Q4 2021, an estimated $19K.
  • Sterling Financial Planning first reported a position in Wells Fargo in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Wells Fargo position peaked at $19K in Q3 2021.
  • 2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.