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ARS Wealth Advisors’s Wells Fargo WFC Stock Holding History

ARS Wealth Advisors’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
-10,828
Closed -$583K – 112
2019
Q4 		$583K Sell
10,828
-120
-1% -$6.29K 0.17% 60
2019
Q3 		$552K Sell
10,948
-632
-5% -$29.8K 0.18% 58
2019
Q2 		$548K Sell
11,580
-2,371
-17% -$111K 0.17% 61
2019
Q1 		$674K Buy
13,951
+200
+1% +$9.84K 0.22% 57
2018
Q4 		$634K Sell
13,751
-3,283
-19% -$168K 0.23% 57
2018
Q3 		$895K Sell
17,034
-1,312
-7% -$74.9K 0.3% 49
2018
Q2 		$1.02M Sell
18,346
-323
-2% -$17.3K 0.37% 43
2018
Q1 		$978K Sell
18,669
-492
-3% -$29.2K 0.36% 44
2017
Q4 		$1.16M Sell
19,161
-1,198
-6% -$67.7K 0.43% 40
2017
Q3 		$1.12M Sell
20,359
-30,256
-60% -$1.61M 0.44% 46
2017
Q2 		$2.81M Sell
50,615
-16,577
-25% -$888K 1.13% 17
2017
Q1 		$3.74M Sell
67,192
-11,734
-15% -$666K 1.6% 13
2016
Q4 		$4.35M Sell
78,926
-4,857
-6% -$244K 1.95% 11
2016
Q3 		$3.71M Buy
83,783
+8,145
+11% +$390K 1.57% 14
2016
Q2 		$3.58M Buy
75,638
+8,689
+13% +$424K 1.52% 14
2016
Q1 		$3.24M Buy
66,949
+8,088
+14% +$396K 1.52% 12
2015
Q4 		$3.2M Buy
58,861
+51,114
+660% +$2.78M 1.65% 10
2015
Q3 		$398K Buy
+7,747
New +$426K 0.2% 45

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ARS Wealth Advisors's WFC Position: Q1 2020 in Review

ARS Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 10,828 shares — an estimated $583K sold.

ARS Wealth Advisors first reported a position in WFC in Q3 2015 and held it in 18 quarters. The position peaked at $4.35M in Q4 2016. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • ARS Wealth Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 10,828 Wells Fargo shares in Q1 2020, an estimated $583K.
  • ARS Wealth Advisors first reported a position in Wells Fargo in Q3 2015 and held it in 18 quarters.
  • ARS Wealth Advisors's Wells Fargo position peaked at $4.35M in Q4 2016.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on ARS Wealth Advisors's 13F filing for Q1 2020, filed 11 Jun 2021.