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Vahanian & Associates Financial Planning’s Wells Fargo WFC Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-9,737
Closed -$467K – 140
2021
Q4 		$467K Buy
+9,737
New +$479K 0.38% 73

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vahanian & Associates Financial Planning's WFC Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 9,737 shares — an estimated $467K sold.

Vahanian & Associates Financial Planning first reported a position in WFC in Q4 2021 and held it in 1 quarter. The position peaked at $467K in Q4 2021. 2,141 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 9,737 Wells Fargo shares in Q1 2022, an estimated $467K.
  • Vahanian & Associates Financial Planning first reported a position in Wells Fargo in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's Wells Fargo position peaked at $467K in Q4 2021.
  • 2,141 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.