TCWP’s Wells Fargo WFC Stock Holding History

TCWP’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 Q2	–	Sell	-1,144	Closed	-$55K	–	1745
2022 Q1	$55K	Buy	+1,144	New	+$61.2K	0.01%	462

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

TCWP's WFC Position: Q2 2022 in Review

TCWP sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 1,144 shares — an estimated $55K sold.

TCWP first reported a position in WFC in Q1 2022 and held it in 1 quarter. The position peaked at $55K in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

TCWP reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
TCWP sold 1,144 Wells Fargo shares in Q2 2022, an estimated $55K.
TCWP first reported a position in Wells Fargo in Q1 2022 and held it in 1 quarter.
TCWP's Wells Fargo position peaked at $55K in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.