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Advisor Group’s Wells Fargo WFC Stock Holding History

Advisor Group’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
Q4 		$26.2M Buy
486,096
+50,530
+12% +$2.65M 0.18% 102
2019
Q3 		$22M Buy
435,566
+22,466
+5% +$1.06M 0.16% 112
2019
Q2 		$19.6M Buy
413,100
+2,370
+0.6% +$111K 0.15% 115
2019
Q1 		$19.9M Buy
410,730
+2,609
+0.6% +$128K 0.16% 112
2018
Q4 		$18.8M Sell
408,121
-1,042
-0.3% -$53.4K 0.18% 102
2018
Q3 		$21.5M Buy
409,163
+61,141
+18% +$3.49M 0.22% 88
2018
Q2 		$19.3M Sell
348,022
-21,587
-6% -$1.16M 0.27% 77
2018
Q1 		$19.4M Sell
369,609
-31,227
-8% -$1.85M 0.27% 76
2017
Q4 		$24.3M Buy
400,836
+43,978
+12% +$2.48M 0.32% 63
2017
Q3 		$19.7M Buy
356,858
+12,377
+4% +$658K 0.31% 61
2017
Q2 		$19.1M Buy
344,481
+21,433
+7% +$1.15M 0.34% 57
2017
Q1 		$18M Sell
323,048
-4,595
-1% -$261K 0.36% 43
2016
Q4 		$18.1M Buy
327,643
+12,431
+4% +$625K 0.41% 38
2016
Q3 		$14M Buy
315,212
+35,995
+13% +$1.72M 0.34% 55
2016
Q2 		$13.2M Buy
+279,217
New +$13.6M 0.35% 52

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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Advisor Group's WFC Position: Q4 2019 in Review

Advisor Group increased its Wells Fargo (WFC) stake by 12% in Q4 2019, buying an estimated $2.65M and bringing the position to 486,096 shares worth $26.2M. The position accounts for 0.18% of the portfolio, ranked #102.

Advisor Group first reported a position in WFC in Q2 2016 and has held it in 15 quarters since. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Advisor Group held 486,096 shares of Wells Fargo worth $26.2M as of Q4 2019.
  • Advisor Group bought 50,530 Wells Fargo shares in Q4 2019, an estimated $2.65M.
  • Wells Fargo made up 0.18% of Advisor Group's portfolio in Q4 2019, its #102 holding.
  • Advisor Group first reported a position in Wells Fargo in Q2 2016 and has held it in 15 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.