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AIA Investment Management’s Wells Fargo WFC Stock Holding History

AIA Investment 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
Q3 		$19K Hold
819
– – ﹤0.01% 396
2020
Q2 		$21K Buy
819
+607
+286% +$16.6K ﹤0.01% 335
2020
Q1 		$6K Hold
212
– – ﹤0.01% 401
2019
Q4 		$11K Hold
212
– – 0.01% 338
2019
Q3 		$11K Buy
+212
New +$9.99K 0.01% 324

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

AIA Investment Management's WFC Position: Q3 2020 in Review

AIA Investment Management held its Wells Fargo (WFC) position steady in Q3 2020 at 819 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

AIA Investment Management first reported a position in WFC in Q3 2019 and has held it in 5 quarters since. The position peaked at $21K in Q2 2020. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • AIA Investment Management held 819 shares of Wells Fargo worth $19K as of Q3 2020.
  • AIA Investment Management left its Wells Fargo share count unchanged in Q3 2020.
  • Wells Fargo made up ﹤0.01% of AIA Investment Management's portfolio in Q3 2020, its #396 holding.
  • AIA Investment Management first reported a position in Wells Fargo in Q3 2019 and has held it in 5 quarters since.
  • AIA Investment Management's Wells Fargo position peaked at $21K in Q2 2020.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on AIA Investment Management's 13F filing for Q3 2020, filed 16 Nov 2020.