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Advanced Asset Management Advisors’s Wells Fargo WFC Stock Holding History

Advanced Asset Management 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
2019
Q2 		– Sell
-59,840
Closed -$2.89M – 106
2019
Q1 		$2.89M Buy
59,840
+40
+0.1% +$1.97K 1.03% 24
2018
Q4 		$2.76M Hold
59,800
– – 0.88% 30
2018
Q3 		$3.14M Hold
59,800
– – 1.14% 15
2018
Q2 		$3.31M Hold
59,800
– – 1.07% 16
2018
Q1 		$3.13M Hold
59,800
– – 1.04% 19
2017
Q4 		$3.63M Buy
+59,800
New +$3.38M 1.19% 15

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Advanced Asset Management Advisors's WFC Position: Q2 2019 in Review

Advanced Asset Management Advisors sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 59,840 shares — an estimated $2.89M sold.

Advanced Asset Management Advisors first reported a position in WFC in Q4 2017 and held it in 6 quarters. The position peaked at $3.63M in Q4 2017. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Advanced Asset Management Advisors reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 59,840 Wells Fargo shares in Q2 2019, an estimated $2.89M.
  • Advanced Asset Management Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 6 quarters.
  • Advanced Asset Management Advisors's Wells Fargo position peaked at $3.63M in Q4 2017.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2019, filed 2 Aug 2019.