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YorkBridge Wealth Partners’s Wells Fargo WFC Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$450K Sell
10,905
-6,907
-39% -$306K 0.11% 137
2022
Q3 		$716K Sell
17,812
-955
-5% -$41K 0.18% 102
2022
Q2 		$735K Buy
18,767
+79
+0.4% +$3.47K 0.19% 99
2022
Q1 		$906K Buy
18,688
+2,751
+17% +$147K 0.2% 90
2021
Q4 		$765K Buy
15,937
+4,284
+37% +$211K 0.17% 99
2021
Q3 		$541K Sell
11,653
-4
-0% -$185 0.14% 119
2021
Q2 		$528K Buy
11,657
+533
+5% +$23.8K 0.14% 120
2021
Q1 		$435K Buy
11,124
+934
+9% +$33.1K 0.13% 133
2020
Q4 		$308K Sell
10,190
-1,309
-11% -$33.9K 0.1% 146
2020
Q3 		$270K Sell
11,499
-4,378
-28% -$108K 0.11% 148
2020
Q2 		$406K Sell
15,877
-13,087
-45% -$358K 0.19% 103
2020
Q1 		$831K Buy
28,964
+99
+0.3% +$4.21K 0.51% 61
2019
Q4 		$1.55M Sell
28,865
-2,028
-7% -$106K 0.71% 42
2019
Q3 		$1.56M Buy
30,893
+1,239
+4% +$58.4K 0.79% 42
2019
Q2 		$1.4M Sell
29,654
-63
-0.2% -$2.95K 0.62% 45
2019
Q1 		$1.44M Sell
29,717
-756
-2% -$37.2K 0.66% 43
2018
Q4 		$1.4M Sell
30,473
-58
-0.2% -$2.97K 0.74% 40
2018
Q3 		$1.59M Sell
30,531
-415
-1% -$23.7K 0.73% 36
2018
Q2 		$1.72M Sell
30,946
-2,000
-6% -$107K 0.75% 29
2018
Q1 		$1.74M Sell
32,946
-1,707
-5% -$101K 0.8% 27
2017
Q4 		$2.02M Sell
34,653
-2,766
-7% -$156K 0.97% 20
2017
Q3 		$2.06M Buy
37,419
+1,053
+3% +$56K 1.07% 19
2017
Q2 		$2.03M Sell
36,366
-300
-0.8% -$16.1K 1.08% 19
2017
Q1 		$2M Buy
36,666
+850
+2% +$48.2K 1.05% 19
2016
Q4 		$1.89M Buy
+35,816
New +$1.8M 1.11% 19

Other funds holding WFC

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's WFC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Wells Fargo (WFC) stake by 39% in Q4 2022, selling an estimated $306K and leaving 10,905 shares worth $450K. The position accounts for 0.11% of the portfolio, ranked #137.

YorkBridge Wealth Partners first reported a position in WFC in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.06M in Q3 2017. 2,066 funds tracked by Wall St. Rank hold WFC as of Q4 2022.

  • YorkBridge Wealth Partners held 10,905 shares of Wells Fargo worth $450K as of Q4 2022.
  • YorkBridge Wealth Partners sold 6,907 Wells Fargo shares in Q4 2022, an estimated $306K.
  • Wells Fargo made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #137 holding.
  • YorkBridge Wealth Partners first reported a position in Wells Fargo in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Wells Fargo position peaked at $2.06M in Q3 2017.
  • 2,066 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.