Titus Wealth Management’s Wells Fargo WFC Stock Holding History

Titus Wealth Management’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	$356K	Buy	9,092 +2,353	+35%	+$103K	0.18%	92
2022 Q1	$327K	Sell	6,739 -3,937	-37%	-$211K	0.15%	111
2021 Q4	$512K	Buy	10,676 +1,475	+16%	+$72.6K	0.23%	75
2021 Q3	$428K	Buy	9,201 +804	+10%	+$37.2K	0.22%	74
2021 Q2	$380K	Buy	8,397 +2,250	+37%	+$100K	0.21%	82
2021 Q1	$240K	Buy	+6,147	New	+$218K	0.14%	127
2020 Q3	–	Sell	-9,095	Closed	-$233K	–	122
2020 Q2	$233K	Buy	9,095 +1,111	+14%	+$30.4K	0.18%	98
2020 Q1	$229K	Buy	+7,984	New	+$339K	0.22%	85
2019 Q3	–	Sell	-29,038	Closed	-$1.37M	–	105
2019 Q2	$1.37M	Sell	29,038 -280	-1%	-$13.1K	1.36%	16
2019 Q1	$1.42K	Sell	29,318 -153	-0.5%	-$7.53K	1.25%	19
2018 Q4	$1.36K	Sell	29,471 -459	-2%	-$23.5K	1.16%	17
2018 Q3	$1.57M	Sell	29,930 -400	-1%	-$22.8K	1.36%	17
2018 Q2	$1.68M	Sell	30,330 -400	-1%	-$21.4K	1.8%	14
2018 Q1	$1.61M	Sell	30,730 -7,600	-20%	-$451K	1.55%	15
2017 Q4	$2.33M	Buy	+38,330	New	+$2.16M	2.63%	12

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

Titus Wealth Management's WFC Position: Q2 2022 in Review

Titus Wealth Management increased its Wells Fargo (WFC) stake by 35% in Q2 2022, buying an estimated $103K and bringing the position to 9,092 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #92.

Titus Wealth Management first reported a position in WFC in Q4 2017 and has held it in 15 quarters since. The position peaked at $2.33M in Q4 2017. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Titus Wealth Management held 9,092 shares of Wells Fargo worth $356K as of Q2 2022.
Titus Wealth Management bought 2,353 Wells Fargo shares in Q2 2022, an estimated $103K.
Wells Fargo made up 0.18% of Titus Wealth Management's portfolio in Q2 2022, its #92 holding.
Titus Wealth Management first reported a position in Wells Fargo in Q4 2017 and has held it in 15 quarters since.
Titus Wealth Management's Wells Fargo position peaked at $2.33M in Q4 2017.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.