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Tiedemann Advisors’s Wells Fargo WFC Stock Holding History

Tiedemann 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
2022
Q2 		– Sell
-7,074
Closed -$343K – 304
2022
Q1 		$343K Buy
7,074
+480
+7% +$25.7K 0.02% 219
2021
Q4 		$318K Sell
6,594
-10
-0.2% -$492 0.02% 230
2021
Q3 		$307K Sell
6,604
-4,171
-39% -$193K 0.02% 237
2021
Q2 		$489K Sell
10,775
-221
-2% -$9.87K 0.02% 235
2021
Q1 		$430K Buy
10,996
+1,174
+12% +$41.6K 0.02% 227
2020
Q4 		$296K Buy
+9,822
New +$254K 0.01% 256
2020
Q2 		– Sell
-12,314
Closed -$353K – 317
2020
Q1 		$353K Sell
12,314
-42
-0.3% -$1.78K 0.02% 222
2019
Q4 		$665K Sell
12,356
-1,298
-10% -$68K 0.03% 194
2019
Q3 		$691K Sell
13,654
-666
-5% -$31.4K 0.03% 202
2019
Q2 		$678K Sell
14,320
-3,108
-18% -$145K 0.03% 181
2019
Q1 		$842K Buy
17,428
+2,977
+21% +$146K 0.04% 237
2018
Q4 		$665K Buy
14,451
+502
+4% +$25.7K 0.03% 255
2018
Q3 		$735K Sell
13,949
-859
-6% -$49K 0.04% 198
2018
Q2 		$819K Buy
14,808
+2,116
+17% +$113K 0.05% 185
2018
Q1 		$666K Buy
12,692
+651
+5% +$38.7K 0.05% 176
2017
Q4 		$730K Sell
12,041
-43,526
-78% -$2.46M 0.06% 134
2017
Q3 		$2.58M Sell
55,567
-40,556
-42% -$2.16M 0.23% 81
2017
Q2 		$5.33M Buy
96,123
+5,781
+6% +$310K 0.39% 48
2017
Q1 		$5.03M Buy
90,342
+24,681
+38% +$1.4M 0.42% 48
2016
Q4 		$3.62M Buy
65,661
+48,728
+288% +$2.45M 0.36% 59
2016
Q3 		$772K Buy
+16,933
New +$810K 0.16% 75

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Tiedemann Advisors's WFC Position: Q2 2022 in Review

Tiedemann Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 7,074 shares — an estimated $343K sold.

Tiedemann Advisors first reported a position in WFC in Q3 2016 and held it in 21 quarters. The position peaked at $5.33M in Q2 2017. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

  • Tiedemann Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
  • Tiedemann Advisors sold 7,074 Wells Fargo shares in Q2 2022, an estimated $343K.
  • Tiedemann Advisors first reported a position in Wells Fargo in Q3 2016 and held it in 21 quarters.
  • Tiedemann Advisors's Wells Fargo position peaked at $5.33M in Q2 2017.
  • 1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.