Stuart Chaussee & Associates’s Wells Fargo WFC Stock Holding History

Stuart Chaussee & Associates’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 Q1	–	Sell	-365	Closed	-$15.1K	–	153
2022 Q4	$15.1K	Hold	365	–	–	0.01%	84
2022 Q3	$15K	Hold	365	–	–	0.03%	75
2022 Q2	$14K	Hold	365	–	–	0.03%	81
2022 Q1	$18K	Hold	365	–	–	0.01%	90
2021 Q4	$18K	Hold	365	–	–	0.01%	90
2021 Q3	$17K	Hold	365	–	–	0.03%	78
2021 Q2	$17K	Hold	365	–	–	0.01%	86
2021 Q1	$14K	Buy	+365	New	+$12.9K	0.01%	106
2020 Q1	–	Sell	-774	Closed	-$42K	–	131
2019 Q4	$42K	Hold	774	–	–	0.02%	45
2019 Q3	$39K	Hold	774	–	–	0.02%	51
2019 Q2	$37K	Hold	774	–	–	0.02%	53
2019 Q1	$37K	Hold	774	–	–	0.02%	52
2018 Q4	$36K	Hold	774	–	–	0.03%	37
2018 Q3	$41K	Hold	774	–	–	0.03%	51
2018 Q2	$43K	Hold	774	–	–	0.03%	52
2018 Q1	$41K	Hold	774	–	–	0.17%	33
2017 Q4	$47K	Buy	774 +28	+4%	+$1.58K	0.03%	38
2017 Q3	$41K	Hold	746	–	–	0.03%	40
2017 Q2	$41K	Hold	746	–	–	0.03%	38
2017 Q1	$42K	Buy	746 +107	+17%	+$6.07K	0.04%	42
2016 Q4	$35K	Hold	639	–	–	0.03%	37
2016 Q3	$28K	Sell	639 -1,125	-64%	-$53.8K	0.02%	46
2016 Q2	$83K	Buy	1,764 +200	+13%	+$9.75K	0.07%	33
2016 Q1	$74K	Buy	1,564 +925	+145%	+$45.3K	0.07%	33
2015 Q4	$35K	Buy	+639	New	+$34.7K	0.03%	41

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Stuart Chaussee & Associates's WFC Position: Q1 2023 in Review

Stuart Chaussee & Associates sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 365 shares — an estimated $15.1K sold.

Stuart Chaussee & Associates first reported a position in WFC in Q4 2015 and held it in 25 quarters. The position peaked at $83K in Q2 2016. 1,991 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Stuart Chaussee & Associates reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 365 Wells Fargo shares in Q1 2023, an estimated $15.1K.
Stuart Chaussee & Associates first reported a position in Wells Fargo in Q4 2015 and held it in 25 quarters.
Stuart Chaussee & Associates's Wells Fargo position peaked at $83K in Q2 2016.
1,991 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2023, filed 8 May 2023.