Windsor Creek Advisors’s Wells Fargo WFC Stock Holding History

Windsor Creek 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	-1,000	Closed	-$49.2K	–	129
2021 Q3	$46K	Buy	+1,000	New	+$46.3K	0.01%	120
2020 Q3	–	Sell	-24,400	Closed	-$625K	–	206
2020 Q2	$625K	Buy	24,400 +3,000	+14%	+$82.1K	0.21%	89
2020 Q1	$614K	Buy	+21,400	New	+$910K	0.22%	98
2019 Q1	–	Sell	-16,059	Closed	-$740K	–	179
2018 Q4	$740K	Buy	+16,059	New	+$823K	0.23%	90

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

Windsor Creek Advisors's WFC Position: Q4 2021 in Review

Windsor Creek Advisors sold out of Wells Fargo (WFC) in Q4 2021, closing a stake of 1,000 shares — an estimated $49.2K sold.

Windsor Creek Advisors first reported a position in WFC in Q4 2018 and held it in 4 quarters. The position peaked at $740K in Q4 2018. 2,073 funds tracked by Wall St. Rank hold WFC as of Q4 2021.

Windsor Creek Advisors reported no remaining Wells Fargo position as of Q4 2021 after selling out during the quarter.
Windsor Creek Advisors sold 1,000 Wells Fargo shares in Q4 2021, an estimated $49.2K.
Windsor Creek Advisors first reported a position in Wells Fargo in Q4 2018 and held it in 4 quarters.
Windsor Creek Advisors's Wells Fargo position peaked at $740K in Q4 2018.
2,073 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2021.

Based on Windsor Creek Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.