Tilia Fiduciary Partners’s Wells Fargo WFC Stock Holding History

Tilia Fiduciary Partners’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	–	Sell	-45	Closed	-$1.68K	–	549
2023 Q1	$1.68K	Buy	+45	New	+$1.96K	﹤0.01%	472
2022 Q3	–	Sell	-375	Closed	-$15K	–	543
2022 Q2	$15K	Hold	375	–	–	0.01%	349
2022 Q1	$18K	Buy	+375	New	+$20.1K	0.02%	339

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

Tilia Fiduciary Partners's WFC Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 45 shares — an estimated $1.68K sold.

Tilia Fiduciary Partners first reported a position in WFC in Q1 2022 and held it in 3 quarters. The position peaked at $18K in Q1 2022. 1,989 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Tilia Fiduciary Partners reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 45 Wells Fargo shares in Q2 2023, an estimated $1.68K.
Tilia Fiduciary Partners first reported a position in Wells Fargo in Q1 2022 and held it in 3 quarters.
Tilia Fiduciary Partners's Wells Fargo position peaked at $18K in Q1 2022.
1,989 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.