BSSFA
WFC icon

Baron Silver Stevens Financial Advisors’s Wells Fargo WFC Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-862
Closed -$26K – 482
2020
Q4 		$26K Buy
+862
New +$22.3K 0.01% 182

Other funds holding WFC

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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's WFC Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 862 shares — an estimated $26K sold.

Baron Silver Stevens Financial Advisors first reported a position in WFC in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 1,874 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 862 Wells Fargo shares in Q1 2021, an estimated $26K.
  • Baron Silver Stevens Financial Advisors first reported a position in Wells Fargo in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Wells Fargo position peaked at $26K in Q4 2020.
  • 1,874 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.