AFT Forsyth & Company’s Wells Fargo WFC Stock Holding History

AFT Forsyth & Company’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	-6,349	Closed	-$342K	–	147
2019 Q4	$342K	Hold	6,349	–	–	0.26%	107
2019 Q3	$320K	Sell	6,349 -2,300	-27%	-$108K	0.26%	109
2019 Q2	$409K	Buy	8,649 +1,345	+18%	+$62.9K	0.34%	96
2019 Q1	$353K	Sell	7,304 -590	-7%	-$29K	0.31%	98
2018 Q4	$364K	Sell	7,894 -1,416	-15%	-$72.5K	0.36%	97
2018 Q3	$489K	Sell	9,310 -100	-1%	-$5.71K	0.41%	89
2018 Q2	$522K	Hold	9,410	–	–	0.46%	81
2018 Q1	$493K	Sell	9,410 -1,925	-17%	-$114K	0.46%	79
2017 Q4	$688K	Buy	+11,335	New	+$640K	0.67%	50
2013 Q3	$448K	Buy	10,851 +500	+5%	+$21.3K	0.58%	65
2013 Q2	$427K	Buy	+10,351	New	+$403K	0.61%	59

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

AFT Forsyth & Company's WFC Position: Q1 2020 in Review

AFT Forsyth & Company sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,349 shares — an estimated $342K sold.

AFT Forsyth & Company first reported a position in WFC in Q2 2013 and held it in 11 quarters. The position peaked at $688K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

AFT Forsyth & Company reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
AFT Forsyth & Company sold 6,349 Wells Fargo shares in Q1 2020, an estimated $342K.
AFT Forsyth & Company first reported a position in Wells Fargo in Q2 2013 and held it in 11 quarters.
AFT Forsyth & Company's Wells Fargo position peaked at $688K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on AFT Forsyth & Company's 13F filing for Q1 2020, filed 11 May 2020.