Teamwork Financial Advisors’s Wells Fargo WFC Stock Holding History

Teamwork Financial Advisors’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	-70,738	Closed	-$2.92M	–	214
2022 Q4	$2.92M	Buy	+70,738	New	+$3.13M	0.59%	33
2020 Q4	–	Sell	-17,331	Closed	-$407K	–	207
2020 Q3	$407K	Sell	17,331 -9,907	-36%	-$244K	0.13%	129
2020 Q2	$697K	Buy	+27,238	New	+$745K	0.25%	90

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

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

Norges Bank Oslo, Norway $935B AUM

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

Teamwork Financial Advisors's WFC Position: Q1 2023 in Review

Teamwork Financial Advisors sold out of Wells Fargo (WFC) in Q1 2023, closing a stake of 70,738 shares — an estimated $2.92M sold.

Teamwork Financial Advisors first reported a position in WFC in Q2 2020 and held it in 3 quarters. The position peaked at $2.92M in Q4 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q1 2023.

Teamwork Financial Advisors reported no remaining Wells Fargo position as of Q1 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 70,738 Wells Fargo shares in Q1 2023, an estimated $2.92M.
Teamwork Financial Advisors first reported a position in Wells Fargo in Q2 2020 and held it in 3 quarters.
Teamwork Financial Advisors's Wells Fargo position peaked at $2.92M in Q4 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2023.

Based on Teamwork Financial Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.