TriaGen Wealth Management’s Wells Fargo WFC Stock Holding History

TriaGen 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	–	Sell	-13,903	Closed	-$674K	–	196
2022 Q1	$674K	Sell	13,903 -18,360	-57%	-$983K	0.35%	83
2021 Q4	$1.55M	Hold	32,263	–	–	0.76%	52
2021 Q3	$1.5M	Buy	+32,263	New	+$1.49M	0.81%	44

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

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

TriaGen Wealth Management sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 13,903 shares — an estimated $674K sold.

TriaGen Wealth Management first reported a position in WFC in Q3 2021 and held it in 3 quarters. The position peaked at $1.55M in Q4 2021. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

TriaGen Wealth Management reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
TriaGen Wealth Management sold 13,903 Wells Fargo shares in Q2 2022, an estimated $674K.
TriaGen Wealth Management first reported a position in Wells Fargo in Q3 2021 and held it in 3 quarters.
TriaGen Wealth Management's Wells Fargo position peaked at $1.55M in Q4 2021.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on TriaGen Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.