Accuvest Global Advisors’s Wells Fargo WFC Stock Holding History

Accuvest Global 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
2020 Q2	–	Sell	-352	Closed	-$10K	–	60
2020 Q1	$10K	Buy	+352	New	+$15K	0.03%	46
2018 Q3	–	Sell	-7,360	Closed	-$408K	–	151
2018 Q2	$408K	Buy	7,360 +7,262	+7,410%	+$389K	0.16%	95
2018 Q1	$5K	Buy	+98	New	+$5.82K	﹤0.01%	97
2014 Q3	–	Sell	-6,463	Closed	-$340K	–	86
2014 Q2	$340K	Buy	+6,463	New	+$325K	0.1%	62

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Accuvest Global Advisors's WFC Position: Q2 2020 in Review

Accuvest Global Advisors sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 352 shares — an estimated $10K sold.

Accuvest Global Advisors first reported a position in WFC in Q2 2014 and held it in 4 quarters. The position peaked at $408K in Q2 2018. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Accuvest Global Advisors reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Accuvest Global Advisors sold 352 Wells Fargo shares in Q2 2020, an estimated $10K.
Accuvest Global Advisors first reported a position in Wells Fargo in Q2 2014 and held it in 4 quarters.
Accuvest Global Advisors's Wells Fargo position peaked at $408K in Q2 2018.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Accuvest Global Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.