US Financial Advisors’s Wells Fargo WFC Stock Holding History

US Financial Advisors’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	-7,461	Closed	-$362K	–	82
2022 Q1	$362K	Hold	7,461	–	–	0.17%	46
2021 Q4	$358K	Hold	7,461	–	–	0.16%	46
2021 Q3	$346K	Hold	7,461	–	–	0.17%	42
2021 Q2	$338K	Sell	7,461 -22	-0.3%	-$982	0.16%	44
2021 Q1	$292K	Buy	+7,483	New	+$265K	0.08%	121
2016 Q2	–	Sell	-1,398	Closed	-$68K	–	395
2016 Q1	$68K	Buy	1,398 +735	+111%	+$36K	0.12%	78
2015 Q4	$36K	Buy	663 +441	+199%	+$23.9K	0.03%	172
2015 Q3	$11K	Buy	222 +25	+13%	+$1.38K	0.02%	256
2015 Q2	$11K	Buy	197 +28	+17%	+$1.56K	0.01%	231
2015 Q1	$9K	Hold	169	–	–	0.01%	273
2014 Q4	$9K	Buy	+169	New	+$8.95K	0.01%	251

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

US Financial Advisors's WFC Position: Q2 2022 in Review

US Financial Advisors sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 7,461 shares — an estimated $362K sold.

US Financial Advisors first reported a position in WFC in Q4 2014 and held it in 11 quarters. The position peaked at $362K in Q1 2022. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

US Financial Advisors reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
US Financial Advisors sold 7,461 Wells Fargo shares in Q2 2022, an estimated $362K.
US Financial Advisors first reported a position in Wells Fargo in Q4 2014 and held it in 11 quarters.
US Financial Advisors's Wells Fargo position peaked at $362K in Q1 2022.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on US Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.