WQ
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Wealth Quarterback’s Wells Fargo WFC Stock Holding History

Wealth Quarterback’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
2021
Q3 		$9K Buy
189
+1
+0.5% +$46 0.01% 504
2021
Q2 		$9K Buy
+188
New +$8.39K 0.01% 508
2020
Q2 		– Sell
-665
Closed -$19.1K – 787
2020
Q1 		$19.1K Sell
665
-16,153
-96% -$687K 0.02% 344
2019
Q4 		$35.1K Buy
+16,818
New +$881K 0.03% 283

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

Wealth Quarterback's WFC Position: Q3 2021 in Review

Wealth Quarterback increased its Wells Fargo (WFC) stake by 0.53% in Q3 2021, buying an estimated $46 and bringing the position to 189 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #504.

Wealth Quarterback first reported a position in WFC in Q4 2019 and has held it in 4 quarters since. The position peaked at $35.1K in Q4 2019. 1,906 funds tracked by Wall St. Rank hold WFC as of Q3 2021.

  • Wealth Quarterback held 189 shares of Wells Fargo worth $9K as of Q3 2021.
  • Wealth Quarterback bought 1 Wells Fargo share in Q3 2021, an estimated $46.
  • Wells Fargo made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #504 holding.
  • Wealth Quarterback first reported a position in Wells Fargo in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Wells Fargo position peaked at $35.1K in Q4 2019.
  • 1,906 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.