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Argent Wealth Management’s Wells Fargo WFC Stock Holding History

Argent Wealth 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
Q2 		– Sell
-47,324
Closed -$1.35M – 183
2020
Q1 		$1.35M Buy
47,324
+7,454
+19% +$317K 0.28% 64
2019
Q4 		$2.15M Buy
+39,870
New +$2.09M 0.36% 54

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Argent Wealth Management's WFC Position: Q2 2020 in Review

Argent Wealth Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 47,324 shares — an estimated $1.35M sold.

Argent Wealth Management first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $2.15M in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Argent Wealth Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Argent Wealth Management sold 47,324 Wells Fargo shares in Q2 2020, an estimated $1.35M.
  • Argent Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • Argent Wealth Management's Wells Fargo position peaked at $2.15M in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.