Surevest’s Wells Fargo WFC Stock Holding History

Surevest’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	$466K	Buy	11,592 +43	+0.4%	+$1.85K	0.13%	112
2022 Q2	$452K	Hold	11,549	–	–	0.12%	112
2022 Q1	$560K	Hold	11,549	–	–	0.14%	111
2021 Q4	$554K	Hold	11,549	–	–	0.13%	88
2021 Q3	$536K	Buy	11,549 +101	+0.9%	+$4.67K	0.14%	85
2021 Q2	$518K	Hold	11,448	–	–	0.14%	82
2021 Q1	$447K	Hold	11,448	–	–	0.14%	76
2020 Q4	$346K	Hold	11,448	–	–	0.12%	75
2020 Q3	$269K	Hold	11,448	–	–	0.11%	75
2020 Q2	$293K	Buy	+11,448	New	+$313K	0.13%	75

Other funds holding WFC

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Surevest's WFC Position: Q3 2022 in Review

Surevest increased its Wells Fargo (WFC) stake by 0.37% in Q3 2022, buying an estimated $1.85K and bringing the position to 11,592 shares worth $466K. The position accounts for 0.13% of the portfolio, ranked #112.

Surevest first reported a position in WFC in Q2 2020 and has held it in 10 quarters since. The position peaked at $560K in Q1 2022. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Surevest held 11,592 shares of Wells Fargo worth $466K as of Q3 2022.
Surevest bought 43 Wells Fargo shares in Q3 2022, an estimated $1.85K.
Wells Fargo made up 0.13% of Surevest's portfolio in Q3 2022, its #112 holding.
Surevest first reported a position in Wells Fargo in Q2 2020 and has held it in 10 quarters since.
Surevest's Wells Fargo position peaked at $560K in Q1 2022.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.