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Andesa Financial Management’s Wells Fargo WFC Stock Holding History

Andesa Financial 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
-7,298
Closed -$394K – 110
2019
Q4 		$394K Buy
7,298
+1,647
+29% +$86.3K 0.34% 66
2019
Q3 		$287K Buy
5,651
+1,061
+23% +$50K 0.28% 78
2019
Q2 		$219K Sell
4,590
-9,076
-66% -$424K 0.21% 99
2019
Q1 		$658K Buy
13,666
+7,297
+115% +$359K 0.32% 66
2018
Q4 		$293K Buy
+6,369
New +$326K 0.35% 73

Other funds holding WFC

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Vanguard Group
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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Andesa Financial Management's WFC Position: Q1 2020 in Review

Andesa Financial Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,298 shares — an estimated $394K sold.

Andesa Financial Management first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $658K in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Andesa Financial Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Andesa Financial Management sold 7,298 Wells Fargo shares in Q1 2020, an estimated $394K.
  • Andesa Financial Management first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
  • Andesa Financial Management's Wells Fargo position peaked at $658K in Q1 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Andesa Financial Management's 13F filing for Q1 2020, filed 21 Apr 2020.