Windsor Wealth Management’s Wells Fargo WFC Stock Holding History

Windsor Wealth 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
2022 Q2	–	Sell	-10,519	Closed	-$513K	–	234
2022 Q1	$513K	Buy	10,519 +972	+10%	+$52K	0.09%	146
2021 Q4	$504K	Buy	+9,547	New	+$470K	0.09%	154
2020 Q3	–	Sell	-16,627	Closed	-$426K	–	200
2020 Q2	$426K	Buy	16,627 +1,301	+8%	+$35.6K	0.14%	134
2020 Q1	$440K	Buy	15,326 +551	+4%	+$23.4K	0.18%	122
2019 Q4	$795K	Buy	14,775 +1,502	+11%	+$78.7K	0.29%	83
2019 Q3	$643K	Sell	13,273 -701	-5%	-$33K	0.28%	92
2019 Q2	$666K	Buy	13,974 +352	+3%	+$16.5K	0.29%	94
2019 Q1	$658K	Buy	13,622 +453	+3%	+$22.3K	0.37%	82
2018 Q4	$607K	Sell	13,169 -704	-5%	-$36.1K	0.42%	73
2018 Q3	$729K	Buy	13,873 +4,119	+42%	+$235K	0.47%	61
2018 Q2	$541K	Buy	9,754 +602	+7%	+$32.3K	0.42%	67
2018 Q1	$480K	Sell	9,152 -5,412	-37%	-$321K	0.41%	64
2017 Q4	$884K	Buy	+14,564	New	+$823K	0.76%	27

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Windsor Wealth Management's WFC Position: Q2 2022 in Review

Windsor Wealth Management sold out of Wells Fargo (WFC) in Q2 2022, closing a stake of 10,519 shares — an estimated $513K sold.

Windsor Wealth Management first reported a position in WFC in Q4 2017 and held it in 13 quarters. The position peaked at $884K in Q4 2017. 1,993 funds tracked by Wall St. Rank hold WFC as of Q2 2022.

Windsor Wealth Management reported no remaining Wells Fargo position as of Q2 2022 after selling out during the quarter.
Windsor Wealth Management sold 10,519 Wells Fargo shares in Q2 2022, an estimated $513K.
Windsor Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 13 quarters.
Windsor Wealth Management's Wells Fargo position peaked at $884K in Q4 2017.
1,993 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.