Ten Capital Wealth Advisors’s Wells Fargo WFC Stock Holding History

Ten Capital Wealth 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 Q2	$269K	Buy	6,322 +19	+0.3%	+$765	0.08%	107
2023 Q1	$236K	Hold	6,303	–	–	0.08%	96
2022 Q4	$260K	Hold	6,303	–	–	0.1%	73
2022 Q3	$254K	Hold	6,303	–	–	0.12%	66
2022 Q2	$247K	Sell	6,303 -131	-2%	-$5.75K	0.11%	65
2022 Q1	$312K	Hold	6,434	–	–	0.13%	59
2021 Q4	$309K	Buy	6,434 +100	+2%	+$4.92K	0.13%	53
2021 Q3	$294K	Hold	6,334	–	–	0.14%	51
2021 Q2	$287K	Hold	6,334	–	–	0.07%	115
2021 Q1	$247K	Hold	6,334	–	–	0.06%	119
2020 Q4	$191K	Buy	+6,334	New	+$164K	0.05%	126

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ten Capital Wealth Advisors's WFC Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Wells Fargo (WFC) stake by 0.3% in Q2 2023, buying an estimated $765 and bringing the position to 6,322 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #107.

Ten Capital Wealth Advisors first reported a position in WFC in Q4 2020 and has held it in 11 quarters since. The position peaked at $312K in Q1 2022. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Ten Capital Wealth Advisors held 6,322 shares of Wells Fargo worth $269K as of Q2 2023.
Ten Capital Wealth Advisors bought 19 Wells Fargo shares in Q2 2023, an estimated $765.
Wells Fargo made up 0.08% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #107 holding.
Ten Capital Wealth Advisors first reported a position in Wells Fargo in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Wells Fargo position peaked at $312K in Q1 2022.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.