Turim 21 Investimentos’s Wells Fargo WFC Stock Holding History

Turim 21 Investimentos’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 Q3	–	Sell	-412	Closed	-$16K	–	115
2022 Q2	$16K	Hold	412	–	–	0.01%	76
2022 Q1	$20K	Hold	412	–	–	0.01%	91
2021 Q4	$20K	Hold	412	–	–	0.01%	70
2021 Q3	$19K	Hold	412	–	–	0.01%	71
2021 Q2	$19K	Buy	+412	New	+$18.4K	0.01%	87
2021 Q1	–	Sell	-412	Closed	-$12K	–	176
2020 Q4	$12K	Hold	412	–	–	0.06%	65
2020 Q3	$10K	Buy	+412	New	+$10.2K	0.01%	56
2019 Q1	–	Sell	-3,380	Closed	-$156K	–	26
2018 Q4	$156K	Hold	3,380	–	–	0.04%	16
2018 Q3	$178K	Hold	3,380	–	–	0.07%	17
2018 Q2	$187K	Hold	3,380	–	–	0.1%	16
2018 Q1	$177K	Buy	+3,380	New	+$201K	0.06%	22

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Turim 21 Investimentos's WFC Position: Q3 2022 in Review

Turim 21 Investimentos sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 412 shares — an estimated $16K sold.

Turim 21 Investimentos first reported a position in WFC in Q1 2018 and held it in 11 quarters. The position peaked at $187K in Q2 2018. 1,962 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Turim 21 Investimentos reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
Turim 21 Investimentos sold 412 Wells Fargo shares in Q3 2022, an estimated $16K.
Turim 21 Investimentos first reported a position in Wells Fargo in Q1 2018 and held it in 11 quarters.
Turim 21 Investimentos's Wells Fargo position peaked at $187K in Q2 2018.
1,962 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Turim 21 Investimentos's 13F filing for Q3 2022, filed 14 Nov 2022.