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Adams Wealth Management’s Wells Fargo WFC Stock Holding History

Adams Wealth Management’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
Q4 		– Sell
-1,301
Closed -$31K – 340
2020
Q3 		$31K Buy
+1,301
New +$32.1K 0.02% 127
2020
Q1 		– Sell
-53,743
Closed -$2.89M – 100
2019
Q4 		$2.89M Buy
+53,743
New +$2.81M 2.44% 8

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Adams Wealth Management's WFC Position: Q4 2020 in Review

Adams Wealth Management sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 1,301 shares — an estimated $31K sold.

Adams Wealth Management first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $2.89M in Q4 2019. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Adams Wealth Management reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 1,301 Wells Fargo shares in Q4 2020, an estimated $31K.
  • Adams Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • Adams Wealth Management's Wells Fargo position peaked at $2.89M in Q4 2019.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.