Ackerman Capital Advisors’s Wells Fargo WFC Stock Holding History

Ackerman Capital 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 Q1	–	Sell	-6,000	Closed	-$323K	–	207
2019 Q4	$323K	Hold	6,000	–	–	0.1%	145
2019 Q3	$303K	Sell	6,000 -1,000	-14%	-$47.1K	0.1%	102
2019 Q2	$331K	Buy	7,000 +1,000	+17%	+$46.8K	1.62%	19
2019 Q1	$290K	Sell	6,000 -192,144	-97%	-$9.45M	1.55%	18
2018 Q4	$4.3K	Buy	+198,144	New	+$10.1M	0.33%	48
2018 Q1	$247K	Buy	4,070 +404	+11%	+$24K	0.1%	73
2017 Q4	$202K	Buy	+3,666	New	+$207K	0.09%	76
2017 Q2	$203K	Buy	+3,660	New	+$196K	0.08%	85

Other funds holding WFC

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ackerman Capital Advisors's WFC Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,000 shares — an estimated $323K sold.

Ackerman Capital Advisors first reported a position in WFC in Q2 2017 and held it in 8 quarters. The position peaked at $331K in Q2 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Ackerman Capital Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 6,000 Wells Fargo shares in Q1 2020, an estimated $323K.
Ackerman Capital Advisors first reported a position in Wells Fargo in Q2 2017 and held it in 8 quarters.
Ackerman Capital Advisors's Wells Fargo position peaked at $331K in Q2 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.