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Wealthcare Capital Management’s Wells Fargo WFC Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-779
Closed -$30K – 670
2021
Q1 		$30K Buy
+779
New +$27.6K ﹤0.01% 186
2020
Q2 		– Sell
-100
Closed -$3K – 248
2020
Q1 		$3K Sell
100
-207
-67% -$8.8K ﹤0.01% 223
2019
Q4 		$17K Buy
+307
New +$16.1K ﹤0.01% 158
2018
Q1 		– Sell
-58
Closed -$4K – 232
2017
Q4 		$4K Buy
+58
New +$3.28K ﹤0.01% 163
2017
Q2 		– Sell
-15
Closed -$1K – 202
2017
Q1 		$1K Hold
15
– – ﹤0.01% 182
2016
Q4 		$1K Sell
15
-100
-87% -$5.03K ﹤0.01% 180
2016
Q3 		$5K Hold
115
– – ﹤0.01% 151
2016
Q2 		$5K Sell
115
-1,251
-92% -$61K ﹤0.01% 150
2016
Q1 		$66K Hold
1,366
– – 0.01% 70
2015
Q4 		$74K Hold
1,366
– – 0.01% 75
2015
Q3 		$70K Sell
1,366
-186
-12% -$10.2K 0.01% 79
2015
Q2 		$87K Sell
1,552
-559
-26% -$31.2K 0.01% 77
2015
Q1 		$115K Buy
2,111
+745
+55% +$40.3K 0.01% 141
2014
Q4 		$75K Sell
1,366
-179
-12% -$9.48K 0.01% 70
2014
Q3 		$80K Buy
1,545
+194
+14% +$9.98K 0.01% 70
2014
Q2 		$71K Buy
1,351
+100
+8% +$5.03K 0.01% 70
2014
Q1 		$62K Buy
+1,251
New +$58.3K 0.01% 72
2013
Q3 		– Sell
-57
Closed -$2K – 128
2013
Q2 		$2K Buy
+57
New +$2.22K ﹤0.01% 118

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wealthcare Capital Management's WFC Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 779 shares — an estimated $30K sold.

Wealthcare Capital Management first reported a position in WFC in Q2 2013 and held it in 18 quarters. The position peaked at $115K in Q1 2015. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 779 Wells Fargo shares in Q2 2021, an estimated $30K.
  • Wealthcare Capital Management first reported a position in Wells Fargo in Q2 2013 and held it in 18 quarters.
  • Wealthcare Capital Management's Wells Fargo position peaked at $115K in Q1 2015.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.