WESPAC Advisors’s Wells Fargo WFC Stock Holding History

WESPAC 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 Q4	–	Sell	-10,427	Closed	-$484K	–	185
2021 Q3	$484K	Buy	10,427 +5,548	+114%	+$257K	0.3%	103
2021 Q2	$221K	Buy	+4,879	New	+$218K	0.42%	92
2016 Q1	–	Sell	-31,265	Closed	-$1.7M	–	130
2015 Q4	$1.7M	Buy	31,265 +754	+2%	+$40.9K	1.97%	14
2015 Q3	$1.57M	Sell	30,511 -14,028	-31%	-$771K	2.75%	11
2015 Q2	$2.5M	Buy	44,539 +2,319	+5%	+$129K	1.88%	14
2015 Q1	$2.3M	Sell	42,220 -8,854	-17%	-$478K	1.74%	15
2014 Q4	$2.8M	Buy	51,074 +42,018	+464%	+$2.22M	1.96%	11
2014 Q3	$470K	Buy	9,056 +3,678	+68%	+$189K	0.38%	87
2014 Q2	$283K	Sell	5,378 -2,398	-31%	-$121K	0.32%	94
2014 Q1	$387K	Buy	7,776 +1,070	+16%	+$49.8K	0.34%	98
2013 Q4	$304K	Buy	+6,706	New	+$290K	0.25%	111

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

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

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

WESPAC Advisors's WFC Position: Q4 2021 in Review

WESPAC Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 10,427 shares — an estimated $484K sold.

WESPAC Advisors first reported a position in WFC in Q4 2013 and held it in 11 quarters. The position peaked at $2.8M in Q4 2014. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

WESPAC Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
WESPAC Advisors sold 10,427 Wells Fargo shares in Q4 2021, an estimated $484K.
WESPAC Advisors first reported a position in Wells Fargo in Q4 2013 and held it in 11 quarters.
WESPAC Advisors's Wells Fargo position peaked at $2.8M in Q4 2014.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on WESPAC Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.