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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 Buy
+6,000
New +$283K 0.1% 102
2018
Q4 		$4.3M 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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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 6 quarters. The position peaked at $4.3M in Q4 2018. 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 6 quarters.
  • Ackerman Capital Advisors's Wells Fargo position peaked at $4.3M in Q4 2018.
  • 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.