Tower View Wealth Management’s Wells Fargo WFC Stock Holding History

Tower View 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
2023 Q2	–	Sell	-408	Closed	-$15K	–	191
2023 Q1	$15K	Buy	408 +3	+0.7%	+$131	0.01%	107
2022 Q4	$17K	Buy	405 +2	+0.5%	+$89	0.01%	105
2022 Q3	$16K	Buy	403 +3	+0.8%	+$129	0.01%	107
2022 Q2	$16K	Hold	400	–	–	0.01%	104
2022 Q1	$19K	Sell	400 -100	-20%	-$5.35K	0.01%	127
2021 Q4	$24K	Hold	500	–	–	0.01%	123
2021 Q3	$23K	Buy	+500	New	+$23.1K	0.01%	131

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

Tower View Wealth Management's WFC Position: Q2 2023 in Review

Tower View Wealth Management sold out of Wells Fargo (WFC) in Q2 2023, closing a stake of 408 shares — an estimated $15K sold.

Tower View Wealth Management first reported a position in WFC in Q3 2021 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 1,988 funds tracked by Wall St. Rank hold WFC as of Q2 2023.

Tower View Wealth Management reported no remaining Wells Fargo position as of Q2 2023 after selling out during the quarter.
Tower View Wealth Management sold 408 Wells Fargo shares in Q2 2023, an estimated $15K.
Tower View Wealth Management first reported a position in Wells Fargo in Q3 2021 and held it in 7 quarters.
Tower View Wealth Management's Wells Fargo position peaked at $24K in Q4 2021.
1,988 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2023.

Based on Tower View Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.