SIAP
WFC icon

Sterling Investment Advisors (Pennsylvania)’s Wells Fargo WFC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-294
Closed -$12K – 526
2022
Q2 		$12K Buy
294
+2
+0.7% +$88 ﹤0.01% 387
2022
Q1 		$14K Buy
292
+1
+0.3% +$54 ﹤0.01% 402
2021
Q4 		$14K Buy
291
+1
+0.3% +$49 ﹤0.01% 409
2021
Q3 		$13K Buy
290
+15
+5% +$694 ﹤0.01% 416
2021
Q2 		$12K Hold
275
– – ﹤0.01% 415
2021
Q1 		$11K Buy
275
+1
+0.4% +$35 ﹤0.01% 400
2020
Q4 		$8K Buy
274
+1
+0.4% +$26 ﹤0.01% 388
2020
Q3 		$6K Sell
273
-143
-34% -$3.52K ﹤0.01% 375
2020
Q2 		$10K Sell
416
-232
-36% -$6.35K ﹤0.01% 349
2020
Q1 		$18K Buy
648
+12
+2% +$510 0.01% 274
2019
Q4 		$34K Hold
636
– – 0.02% 248
2019
Q3 		$32K Hold
636
– – 0.02% 252
2019
Q2 		$30K Sell
636
-200
-24% -$9.35K 0.02% 263
2019
Q1 		$40K Hold
836
– – 0.02% 234
2018
Q4 		$38K Hold
836
– – 0.02% 225
2018
Q3 		$44K Sell
836
-600
-42% -$34.3K 0.02% 239
2018
Q2 		$79K Hold
1,436
– – 0.05% 161
2018
Q1 		$75K Sell
1,436
-499
-26% -$29.6K 0.05% 163
2017
Q4 		$117K Hold
1,935
– – 0.07% 132
2017
Q3 		$107K Sell
1,935
-164
-8% -$8.72K 0.07% 134
2017
Q2 		$116K Sell
2,099
-1,836
-47% -$98.4K 0.08% 127
2017
Q1 		$219K Buy
3,935
+635
+19% +$36K 0.16% 94
2016
Q4 		$182K Buy
+3,300
New +$166K 0.15% 93

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sterling Investment Advisors (Pennsylvania)'s WFC Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 294 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in WFC in Q4 2016 and held it in 23 quarters. The position peaked at $219K in Q1 2017. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 294 Wells Fargo shares in Q3 2022, an estimated $12K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Wells Fargo in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Wells Fargo position peaked at $219K in Q1 2017.
  • 1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.