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Benedict Financial Advisors’s Wells Fargo WFC Stock Holding History

Benedict 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
2020
Q1 		– Sell
-5,273
Closed -$284K – 103
2019
Q4 		$284K Buy
5,273
+553
+12% +$29K 0.11% 92
2019
Q3 		$238K Sell
4,720
-160
-3% -$7.54K 0.1% 95
2019
Q2 		$231K Buy
4,880
+13
+0.3% +$608 0.1% 101
2019
Q1 		$235K Buy
4,867
+186
+4% +$9.15K 0.1% 100
2018
Q4 		$216K Sell
4,681
-65
-1% -$3.33K 0.11% 100
2018
Q3 		$249K Buy
4,746
+10
+0.2% +$571 0.11% 99
2018
Q2 		$263K Sell
4,736
-333
-7% -$17.8K 0.13% 93
2018
Q1 		$266K Sell
5,069
-241
-5% -$14.3K 0.13% 91
2017
Q4 		$322K Sell
5,310
-828
-13% -$46.8K 0.16% 90
2017
Q3 		$338K Sell
6,138
-1,668
-21% -$88.7K 0.17% 88
2017
Q2 		$423K Sell
7,806
-4,076
-34% -$218K 0.22% 82
2017
Q1 		$661K Sell
11,882
-4,692
-28% -$266K 0.36% 70
2016
Q4 		$913K Sell
16,574
-4,909
-23% -$247K 0.53% 59
2016
Q3 		$942K Sell
21,483
-9,544
-31% -$457K 0.55% 54
2016
Q2 		$1.46M Sell
31,027
-2,817
-8% -$137K 0.85% 45
2016
Q1 		$1.64M Buy
33,844
+533
+2% +$26.1K 1% 39
2015
Q4 		$1.81M Buy
33,311
+168
+0.5% +$9.12K 1.15% 37
2015
Q3 		$1.7M Buy
33,143
+872
+3% +$48K 1.18% 36
2015
Q2 		$1.88M Sell
32,271
-135
-0.4% -$7.53K 1.22% 32
2015
Q1 		$1.77M Buy
32,406
+299
+0.9% +$16.2K 1.14% 36
2014
Q4 		$1.75M Buy
+32,107
New +$1.7M 1.14% 35

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Benedict Financial Advisors's WFC Position: Q1 2020 in Review

Benedict Financial Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,273 shares — an estimated $284K sold.

Benedict Financial Advisors first reported a position in WFC in Q4 2014 and held it in 21 quarters. The position peaked at $1.88M in Q2 2015. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Benedict Financial Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Benedict Financial Advisors sold 5,273 Wells Fargo shares in Q1 2020, an estimated $284K.
  • Benedict Financial Advisors first reported a position in Wells Fargo in Q4 2014 and held it in 21 quarters.
  • Benedict Financial Advisors's Wells Fargo position peaked at $1.88M in Q2 2015.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Benedict Financial Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.