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Access Financial Services’s Wells Fargo WFC Stock Holding History

Access Financial Services’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
2019
Q1 		– Sell
-24,766
Closed -$1.14M – 74
2018
Q4 		$1.14M Sell
24,766
-8,176
-25% -$419K 1.02% 31
2018
Q3 		$1.73M Sell
32,942
-104
-0.3% -$5.94K 1.19% 16
2018
Q2 		$1.83M Buy
33,046
+56
+0.2% +$3K 1.29% 12
2018
Q1 		$1.73M Buy
32,990
+60
+0.2% +$3.56K 1.27% 15
2017
Q4 		$2M Buy
32,930
+1,863
+6% +$105K 1.38% 13
2017
Q3 		$1.71M Buy
31,067
+4,344
+16% +$231K 1.31% 16
2017
Q2 		$1.48M Buy
26,723
+497
+2% +$26.6K 1.21% 21
2017
Q1 		$1.46M Sell
26,226
-615
-2% -$34.9K 1.23% 18
2016
Q4 		$1.48M Buy
+26,841
New +$1.35M 1.35% 10

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Access Financial Services's WFC Position: Q1 2019 in Review

Access Financial Services sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 24,766 shares — an estimated $1.14M sold.

Access Financial Services first reported a position in WFC in Q4 2016 and held it in 9 quarters. The position peaked at $2M in Q4 2017. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Access Financial Services reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • Access Financial Services sold 24,766 Wells Fargo shares in Q1 2019, an estimated $1.14M.
  • Access Financial Services first reported a position in Wells Fargo in Q4 2016 and held it in 9 quarters.
  • Access Financial Services's Wells Fargo position peaked at $2M in Q4 2017.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Access Financial Services's 13F filing for Q1 2019, filed 26 Apr 2019.