Warther Private Wealth’s Wells Fargo WFC Stock Holding History

Warther Private Wealth’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	-8,677	Closed	-$423K	–	137
2022 Q1	$423K	Buy	+8,677	New	+$464K	0.28%	85

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

Warther Private Wealth's WFC Position: Q2 2022 in Review

Warther Private Wealth sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 8,677 shares — an estimated $423K sold.

Warther Private Wealth first reported a position in WFC in Q1 2022 and held it in 1 quarter. The position peaked at $423K in Q1 2022. 1,994 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Warther Private Wealth reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Warther Private Wealth sold 8,677 Wells Fargo shares in Q2 2022, an estimated $423K.
Warther Private Wealth first reported a position in Wells Fargo in Q1 2022 and held it in 1 quarter.
Warther Private Wealth's Wells Fargo position peaked at $423K in Q1 2022.
1,994 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Warther Private Wealth's 13F filing for Q2 2022, filed 30 Dec 2022.