20/20 Capital Management’s Wells Fargo WFC Stock Holding History

20/20 Capital 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
2021 Q2	$389K	Buy	8,596 +1,385	+19%	+$61.8K	0.1%	115
2021 Q1	$282K	Hold	7,211	–	–	0.08%	135
2020 Q4	$222K	Buy	+7,211	New	+$187K	0.06%	153
2020 Q1	–	Sell	-7,877	Closed	-$378K	–	156
2019 Q4	$378K	Buy	+7,877	New	+$413K	0.15%	102

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

20/20 Capital Management's WFC Position: Q2 2021 in Review

20/20 Capital Management increased its Wells Fargo (WFC) stake by 19% in Q2 2021, buying an estimated $61.8K and bringing the position to 8,596 shares worth $389K. The position accounts for 0.1% of the portfolio, ranked #115.

20/20 Capital Management first reported a position in WFC in Q4 2019 and has held it in 4 quarters since. 1,931 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

20/20 Capital Management held 8,596 shares of Wells Fargo worth $389K as of Q2 2021.
20/20 Capital Management bought 1,385 Wells Fargo shares in Q2 2021, an estimated $61.8K.
Wells Fargo made up 0.1% of 20/20 Capital Management's portfolio in Q2 2021, its #115 holding.
20/20 Capital Management first reported a position in Wells Fargo in Q4 2019 and has held it in 4 quarters since.
1,931 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.