SAI
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Systematic Alpha Investments’s Wells Fargo WFC Stock Holding History

Systematic Alpha Investments’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
2021
Q4 		– Sell
-44
Closed -$2K – 476
2021
Q3 		$2K Buy
+44
New +$2.04K ﹤0.01% 471

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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Systematic Alpha Investments's WFC Position: Q4 2021 in Review

Systematic Alpha Investments sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 44 shares — an estimated $2K sold.

Systematic Alpha Investments first reported a position in WFC in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 2,074 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

  • Systematic Alpha Investments reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
  • Systematic Alpha Investments sold 44 Wells Fargo shares in Q4 2021, an estimated $2K.
  • Systematic Alpha Investments first reported a position in Wells Fargo in Q3 2021 and held it in 1 quarter.
  • Systematic Alpha Investments's Wells Fargo position peaked at $2K in Q3 2021.
  • 2,074 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Systematic Alpha Investments's 13F filing for Q4 2021, filed 15 Feb 2022.