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Westbourne Investment Advisors’s Wells Fargo WFC Stock Holding History

Westbourne 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
2022
Q1 		– Sell
-4,263
Closed -$205K – 102
2021
Q4 		$205K Buy
+4,263
New +$210K 0.08% 98
2020
Q2 		– Sell
-8,177
Closed -$235K – 85
2020
Q1 		$235K Sell
8,177
-375
-4% -$15.9K 0.22% 73
2019
Q4 		$460K Sell
8,552
-650
-7% -$34K 0.31% 68
2019
Q3 		$464K Buy
9,202
+3,700
+67% +$174K 0.35% 64
2019
Q2 		$260K Hold
5,502
– – 0.21% 78
2019
Q1 		$266K Sell
5,502
-400
-7% -$19.7K 0.2% 81
2018
Q4 		$272K Sell
5,902
-575
-9% -$29.5K 0.23% 77
2018
Q3 		$340K Hold
6,477
– – 0.25% 76
2018
Q2 		$359K Sell
6,477
-200
-3% -$10.7K 0.31% 70
2018
Q1 		$350K Sell
6,677
-1,500
-18% -$89.1K 0.28% 84
2017
Q4 		$496K Sell
8,177
-720
-8% -$40.7K 0.38% 68
2017
Q3 		$491K Hold
8,897
– – 0.38% 66
2017
Q2 		$493K Sell
8,897
-700
-7% -$37.5K 0.4% 66
2017
Q1 		$534K Sell
9,597
-350
-4% -$19.9K 0.44% 59
2016
Q4 		$548K Hold
9,947
– – 0.48% 59
2016
Q3 		$440K Hold
9,947
– – 0.39% 69
2016
Q2 		$471K Buy
9,947
+500
+5% +$24.4K 0.43% 66
2016
Q1 		$457K Hold
9,447
– – 0.44% 68
2015
Q4 		$514K Sell
9,447
-100
-1% -$5.43K 0.5% 60
2015
Q3 		$490K Sell
9,547
-300
-3% -$16.5K 0.49% 61
2015
Q2 		$554K Buy
+9,847
New +$549K 0.5% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Westbourne Investment Advisors's WFC Position: Q1 2022 in Review

Westbourne Investment Advisors sold out of Wells Fargo (WFC) in Q1 2022, closing a stake of 4,263 shares — an estimated $205K sold.

Westbourne Investment Advisors first reported a position in WFC in Q2 2015 and held it in 21 quarters. The position peaked at $554K in Q2 2015. 2,140 funds tracked by Wall St. Rank hold WFC as of Q1 2022.

  • Westbourne Investment Advisors reported no remaining Wells Fargo position as of Q1 2022 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,263 Wells Fargo shares in Q1 2022, an estimated $205K.
  • Westbourne Investment Advisors first reported a position in Wells Fargo in Q2 2015 and held it in 21 quarters.
  • Westbourne Investment Advisors's Wells Fargo position peaked at $554K in Q2 2015.
  • 2,140 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2022.

Based on Westbourne Investment Advisors's 13F filing for Q1 2022, filed 15 Jun 2022.