Wipfli Financial Advisors’s Wells Fargo WFC Stock Holding History

Wipfli Financial 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 Q3	$1.16M	Buy	+28,782	New	+$1.24M	0.08%	103

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

Wipfli Financial Advisors's WFC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Wells Fargo (WFC) in Q3 2022: 28,782 shares worth $1.16M. The stake represents 0.08% of the portfolio and ranks #103 among its holdings.

1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.

Wipfli Financial Advisors held 28,782 shares of Wells Fargo worth $1.16M as of Q3 2022.
Wells Fargo was a new Wipfli Financial Advisors position in Q3 2022.
Wells Fargo made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #103 holding.
1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.