Aevitas Wealth Management’s Wells Fargo WFC Stock Holding History

Aevitas 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 Q1	–	Sell	-5,740	Closed	-$336K	–	109
2019 Q4	$336K	Sell	5,740 -879	-13%	-$46K	0.32%	85
2019 Q3	$334K	Buy	6,619 +34	+0.5%	+$1.6K	0.33%	81
2019 Q2	$312K	Sell	6,585 -10,640	-62%	-$498K	0.31%	85
2019 Q1	$832K	Buy	17,225 +55	+0.3%	+$2.71K	0.74%	40
2018 Q4	$791K	Sell	17,170 -7,436	-30%	-$381K	0.81%	36
2018 Q3	$1.29M	Buy	24,606 +962	+4%	+$54.9K	1.17%	20
2018 Q2	$1.31M	Sell	23,644 -2,534	-10%	-$136K	1.28%	20
2018 Q1	$1.37M	Sell	26,178 -1,437	-5%	-$85.4K	1.37%	19
2017 Q4	$1.68M	Buy	+27,615	New	+$1.56M	1.59%	16

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

Aevitas Wealth Management's WFC Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,740 shares — an estimated $336K sold.

Aevitas Wealth Management first reported a position in WFC in Q4 2017 and held it in 9 quarters. The position peaked at $1.68M in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Aevitas Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 5,740 Wells Fargo shares in Q1 2020, an estimated $336K.
Aevitas Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Wells Fargo position peaked at $1.68M in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.