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Almanack Investment Partners’s Wells Fargo WFC Stock Holding History

Almanack Investment Partners’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
Q3 		– Sell
-2,827
Closed -$134K – 299
2019
Q2 		$134K Buy
+2,827
New +$132K 0.03% 228
2019
Q1 		– Sell
-2,679
Closed -$123K – 201
2018
Q4 		$123K Buy
2,679
+45
+2% +$2.31K 0.04% 206
2018
Q3 		$141K Buy
+2,634
New +$150K 0.04% 217

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BlackRock
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
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

Almanack Investment Partners's WFC Position: Q3 2019 in Review

Almanack Investment Partners sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 2,827 shares — an estimated $134K sold.

Almanack Investment Partners first reported a position in WFC in Q3 2018 and held it in 3 quarters. The position peaked at $141K in Q3 2018. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Almanack Investment Partners reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 2,827 Wells Fargo shares in Q3 2019, an estimated $134K.
  • Almanack Investment Partners first reported a position in Wells Fargo in Q3 2018 and held it in 3 quarters.
  • Almanack Investment Partners's Wells Fargo position peaked at $141K in Q3 2018.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Almanack Investment Partners's 13F filing for Q3 2019, filed 8 Nov 2019.