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	–	178
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 $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return