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Accurate Investment Solutions’s Wells Fargo WFC Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-10,475
Closed -$301K – 399
2020
Q1 		$301K Buy
10,475
+5,532
+112% +$235K 0.24% 64
2019
Q4 		$266K Buy
4,943
+4,007
+428% +$210K 0.17% 62
2019
Q3 		$47K Buy
936
+3
+0.3% +$141 0.03% 127
2019
Q2 		$44K Buy
933
+2
+0.2% +$94 0.03% 122
2019
Q1 		$45K Buy
931
+2
+0.2% +$98 0.04% 117
2018
Q4 		$43K Buy
929
+27
+3% +$1.38K 0.04% 117
2018
Q3 		$47K Sell
902
-100
-10% -$5.71K 0.03% 129
2018
Q2 		$56K Sell
1,002
-101
-9% -$5.41K 0.04% 138
2018
Q1 		$57K Buy
1,103
+3
+0.3% +$178 0.04% 128
2017
Q4 		$66K Buy
1,100
+2
+0.2% +$113 0.05% 116
2017
Q3 		$60K Buy
1,098
+204
+23% +$10.8K 0.05% 126
2017
Q2 		$50K Buy
894
+2
+0.2% +$107 0.04% 128
2017
Q1 		$50K Sell
892
-499
-36% -$28.3K 0.04% 117
2016
Q4 		$77K Sell
1,391
-52,360
-97% -$2.63M 0.07% 88
2016
Q3 		$2.38M Buy
53,751
+3,507
+7% +$168K 2.17% 28
2016
Q2 		$2.38M Buy
50,244
+2,536
+5% +$124K 2.55% 26
2016
Q1 		$2.31M Buy
+47,708
New +$2.34M 2.2% 23

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Accurate Investment Solutions's WFC Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 10,475 shares — an estimated $301K sold.

Accurate Investment Solutions first reported a position in WFC in Q1 2016 and held it in 17 quarters. The position peaked at $2.38M in Q3 2016. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 10,475 Wells Fargo shares in Q2 2020, an estimated $301K.
  • Accurate Investment Solutions first reported a position in Wells Fargo in Q1 2016 and held it in 17 quarters.
  • Accurate Investment Solutions's Wells Fargo position peaked at $2.38M in Q3 2016.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.