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Strategic Asset Management’s Wells Fargo WFC Stock Holding History

Strategic Asset Management’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 		$4K Hold
100
– – 0.01% 508
2022
Q2 		$4K Hold
100
– – 0.01% 526
2022
Q1 		$5K Hold
100
– – 0.01% 466
2021
Q4 		$5K Hold
100
– – 0.01% 442
2021
Q3 		$5K Buy
+100
New +$4.63K 0.01% 405

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

Strategic Asset Management's WFC Position: Q3 2022 in Review

Strategic Asset Management held its Wells Fargo (WFC) position steady in Q3 2022 at 100 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #508.

Strategic Asset Management first reported a position in WFC in Q3 2021 and has held it in 5 quarters since. The position peaked at $5K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

  • Strategic Asset Management held 100 shares of Wells Fargo worth $4K as of Q3 2022.
  • Strategic Asset Management left its Wells Fargo share count unchanged in Q3 2022.
  • Wells Fargo made up 0.01% of Strategic Asset Management's portfolio in Q3 2022, its #508 holding.
  • Strategic Asset Management first reported a position in Wells Fargo in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Wells Fargo position peaked at $5K in Q1 2022.
  • 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.