AR Asset Management’s Wells Fargo WFC Stock Holding History

AR Asset 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	-5,300	Closed	-$285K	–	119
2019 Q4	$285K	Hold	5,300	–	–	0.1%	107
2019 Q3	$267K	Hold	5,300	–	–	0.09%	108
2019 Q2	$251K	Hold	5,300	–	–	0.09%	109
2019 Q1	$256K	Hold	5,300	–	–	0.1%	111
2018 Q4	$244K	Hold	5,300	–	–	0.1%	107
2018 Q3	$279K	Hold	5,300	–	–	0.1%	107
2018 Q2	$294K	Hold	5,300	–	–	0.11%	107
2018 Q1	$278K	Hold	5,300	–	–	0.11%	106
2017 Q4	$322K	Hold	5,300	–	–	0.12%	103
2017 Q3	$292K	Hold	5,300	–	–	0.12%	109
2017 Q2	$294K	Hold	5,300	–	–	0.12%	110
2017 Q1	$295K	Hold	5,300	–	–	0.12%	108
2016 Q4	$292K	Hold	5,300	–	–	0.12%	108
2016 Q3	$235K	Buy	+5,300	New	+$254K	0.1%	114

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

AR Asset Management's WFC Position: Q1 2020 in Review

AR Asset Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,300 shares — an estimated $285K sold.

AR Asset Management first reported a position in WFC in Q3 2016 and held it in 14 quarters. The position peaked at $322K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

AR Asset Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
AR Asset Management sold 5,300 Wells Fargo shares in Q1 2020, an estimated $285K.
AR Asset Management first reported a position in Wells Fargo in Q3 2016 and held it in 14 quarters.
AR Asset Management's Wells Fargo position peaked at $322K in Q4 2017.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on AR Asset Management's 13F filing for Q1 2020, filed 6 May 2020.