Asset Planning Services (Pennsylvania)’s Wells Fargo WFC Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-188	Closed	-$9K	–	257
2019 Q3	$9K	Hold	188	–	–	﹤0.01%	212
2019 Q2	$9K	Hold	188	–	–	﹤0.01%	204
2019 Q1	$9K	Hold	188	–	–	﹤0.01%	204
2018 Q4	$9K	Hold	188	–	–	﹤0.01%	205
2018 Q3	$10K	Sell	188 -278	-60%	-$15.9K	﹤0.01%	206
2018 Q2	$26K	Sell	466 -153	-25%	-$8.2K	0.01%	159
2018 Q1	$32K	Sell	619 -136	-18%	-$8.08K	0.02%	153
2017 Q4	$46K	Sell	755 -217	-22%	-$12.3K	0.02%	141
2017 Q3	$54K	Buy	972 +4	+0.4%	+$213	0.03%	136
2017 Q2	$54K	Buy	968 +103	+12%	+$5.52K	0.03%	133
2017 Q1	$48K	Buy	865 +3	+0.3%	+$170	0.03%	144
2016 Q4	$48K	Buy	862 +3	+0.3%	+$151	0.04%	137
2016 Q3	$38K	Buy	859 +103	+14%	+$4.93K	0.03%	142
2016 Q2	$36K	Hold	756	–	–	0.03%	155
2016 Q1	$37K	Hold	756	–	–	0.03%	149
2015 Q4	$41K	Buy	756 +2	+0.3%	+$109	0.04%	114
2015 Q3	$39K	Buy	754 +300	+66%	+$16.5K	0.04%	108
2015 Q2	$26K	Buy	+454	New	+$25.3K	0.03%	138

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s WFC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 188 shares — an estimated $9K sold.

Asset Planning Services (Pennsylvania) first reported a position in WFC in Q2 2015 and held it in 18 quarters. The position peaked at $54K in Q3 2017. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 188 Wells Fargo shares in Q4 2019, an estimated $9K.
Asset Planning Services (Pennsylvania) first reported a position in Wells Fargo in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Wells Fargo position peaked at $54K in Q3 2017.
2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.