Atwater Malick’s Wells Fargo WFC Stock Holding History

Atwater Malick’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	-3,960	Closed	-$213K	–	44
2019 Q4	$213K	Hold	3,960	–	–	0.17%	37
2019 Q3	$200K	Buy	+3,960	New	+$187K	0.17%	38

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

Atwater Malick's WFC Position: Q1 2020 in Review

Atwater Malick sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,960 shares — an estimated $213K sold.

Atwater Malick first reported a position in WFC in Q3 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Atwater Malick reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Atwater Malick sold 3,960 Wells Fargo shares in Q1 2020, an estimated $213K.
Atwater Malick first reported a position in Wells Fargo in Q3 2019 and held it in 2 quarters.
Atwater Malick's Wells Fargo position peaked at $213K in Q4 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Atwater Malick's 13F filing for Q1 2020, filed 24 Apr 2020.