Sumitomo Mitsui Financial Group’s Wells Fargo WFC Stock Holding History

Sumitomo Mitsui Financial Group’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 Q1	–	Sell	-123	Closed	-$6K	–	207
2021 Q4	$6K	Buy	+123	New	+$6.06K	﹤0.01%	186
2020 Q4	–	Sell	-3,350	Closed	-$78K	–	175
2020 Q3	$78K	Buy	3,350 +3,248	+3,184%	+$80K	﹤0.01%	131
2020 Q2	$3K	Buy	+102	New	+$2.79K	﹤0.01%	143
2019 Q1	–	Sell	-3,930	Closed	-$179K	–	128
2018 Q4	$179K	Sell	3,930 -6,070	-61%	-$311K	0.01%	92
2018 Q3	$528K	Buy	+10,000	New	+$571K	0.04%	71
2018 Q2	–	Sell	-5,450	Closed	-$286K	–	147
2018 Q1	$286K	Buy	+5,450	New	+$324K	0.03%	68
2017 Q4	–	Sell	-1,298	Closed	-$70K	–	122
2017 Q3	$70K	Sell	1,298 -5,043	-80%	-$268K	0.01%	79
2017 Q2	$354K	Buy	6,341 +6,091	+2,436%	+$326K	0.07%	58
2017 Q1	$14K	Buy	+250	New	+$14.2K	﹤0.01%	74

Other funds holding WFC

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sumitomo Mitsui Financial Group's WFC Position: Q1 2022 in Review

Sumitomo Mitsui Financial Group sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 123 shares — an estimated $6K sold.

Sumitomo Mitsui Financial Group first reported a position in WFC in Q1 2017 and held it in 9 quarters. The position peaked at $528K in Q3 2018. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

Sumitomo Mitsui Financial Group reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 123 Wells Fargo shares in Q1 2022, an estimated $6K.
Sumitomo Mitsui Financial Group first reported a position in Wells Fargo in Q1 2017 and held it in 9 quarters.
Sumitomo Mitsui Financial Group's Wells Fargo position peaked at $528K in Q3 2018.
2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2022, filed 12 May 2022.