Wealthstreet Investment Advisors’s Wells Fargo WFC Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-57,856	Closed	-$2.26M	–	326
2021 Q1	$2.26M	Buy	57,856 +57	+0.1%	+$2.02K	0.22%	109
2020 Q4	$1.74M	Sell	57,799 -7,737	-12%	-$200K	0.18%	124
2020 Q3	$1.54M	Sell	65,536 -6,267	-9%	-$154K	0.17%	120
2020 Q2	$1.84M	Buy	71,803 +19,125	+36%	+$523K	0.23%	98
2020 Q1	$1.51M	Sell	52,678 -832	-2%	-$35.4K	0.22%	100
2019 Q4	$2.88M	Hold	53,510	–	–	0.34%	70
2019 Q3	$2.79M	Sell	53,510 -5,300	-9%	-$250K	0.36%	67
2019 Q2	$2.78M	Sell	58,810 -205	-0.3%	-$9.59K	0.36%	70
2019 Q1	$2.85M	Sell	59,015 -300	-0.5%	-$14.8K	0.38%	68
2018 Q4	$2.96M	Sell	59,315 -2,452	-4%	-$126K	0.41%	63
2018 Q3	$3.25M	Hold	61,767	–	–	0.4%	67
2018 Q2	$3.42M	Sell	61,767 -867	-1%	-$46.4K	0.45%	59
2018 Q1	$3.28M	Buy	62,634 +4,796	+8%	+$285K	0.41%	60
2017 Q4	$3.51M	Buy	+57,838	New	+$3.27M	0.42%	61

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Wealthstreet Investment Advisors's WFC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 57,856 shares — an estimated $2.26M sold.

Wealthstreet Investment Advisors first reported a position in WFC in Q4 2017 and held it in 14 quarters. The position peaked at $3.51M in Q4 2017. 1,930 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 57,856 Wells Fargo shares in Q2 2021, an estimated $2.26M.
Wealthstreet Investment Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Wells Fargo position peaked at $3.51M in Q4 2017.
1,930 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.