V Wealth Advisors’s Wells Fargo WFC Stock Holding History

V Wealth 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 Q3	–	Sell	-9,660	Closed	-$378K	–	423
2022 Q2	$378K	Sell	9,660 -3,478	-26%	-$153K	0.07%	268
2022 Q1	$636K	Buy	13,138 +7,838	+148%	+$419K	0.1%	206
2021 Q4	$254K	Buy	5,300 +238	+5%	+$11.7K	0.04%	388
2021 Q3	$235K	Sell	5,062 -1,673	-25%	-$77.4K	0.04%	400
2021 Q2	$307K	Buy	+6,735	New	+$301K	0.05%	364
2020 Q1	–	Sell	-5,073	Closed	-$256K	–	386
2019 Q4	$256K	Hold	5,073	–	–	0.09%	229
2019 Q3	$256K	Buy	5,073 +565	+13%	+$26.6K	0.09%	229
2019 Q2	$215K	Sell	4,508 -568	-11%	-$26.6K	0.08%	245
2019 Q1	$239K	Buy	5,076 +540	+12%	+$26.6K	0.1%	213
2018 Q4	$217K	Sell	4,536 -288	-6%	-$14.8K	0.11%	194
2018 Q3	$254K	Sell	4,824 -926	-16%	-$52.9K	0.12%	187
2018 Q2	$325K	Buy	5,750 +1,258	+28%	+$67.4K	0.18%	137
2018 Q1	$231K	Sell	4,492 -507	-10%	-$30.1K	0.12%	179
2017 Q4	$313K	Buy	4,999 +1,282	+34%	+$72.4K	0.16%	146
2017 Q3	$206K	Sell	3,717 -993	-21%	-$52.8K	0.1%	178
2017 Q2	$263K	Sell	4,710 -3,116	-40%	-$167K	0.12%	153
2017 Q1	$438K	Buy	7,826 +1,674	+27%	+$95K	0.27%	102
2016 Q4	$342K	Buy	6,152 +410	+7%	+$20.6K	0.25%	118
2016 Q3	$251K	Sell	5,742 -38,672	-87%	-$1.85M	0.2%	141
2016 Q2	$2.1M	Buy	44,414 +1,619	+4%	+$78.9K	1.72%	8
2016 Q1	$2.08M	Buy	+42,795	New	+$2.1M	1.66%	13

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

V Wealth Advisors's WFC Position: Q3 2022 in Review

V Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 9,660 shares — an estimated $378K sold.

V Wealth Advisors first reported a position in WFC in Q1 2016 and held it in 21 quarters. The position peaked at $2.1M in Q2 2016. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

V Wealth Advisors reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 9,660 Wells Fargo shares in Q3 2022, an estimated $378K.
V Wealth Advisors first reported a position in Wells Fargo in Q1 2016 and held it in 21 quarters.
V Wealth Advisors's Wells Fargo position peaked at $2.1M in Q2 2016.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.