Blue Chip Wealth Management’s Wells Fargo WFC Stock Holding History

Blue Chip Wealth Management’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	-7,230	Closed	-$389K	–	107
2019 Q4	$389K	Sell	7,230 -200	-3%	-$10.5K	0.36%	69
2019 Q3	$375K	Buy	7,430 +1,256	+20%	+$59.2K	0.39%	63
2019 Q2	$292K	Buy	6,174 +82	+1%	+$3.83K	0.31%	73
2019 Q1	$294K	Hold	6,092	–	–	0.33%	71
2018 Q4	$281K	Sell	6,092 -4,674	-43%	-$239K	0.37%	70
2018 Q3	$566K	Sell	10,766 -181	-2%	-$10.3K	0.57%	49
2018 Q2	$607K	Sell	10,947 -987	-8%	-$52.9K	0.66%	45
2018 Q1	$625K	Buy	+11,934	New	+$709K	0.64%	40

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

Blue Chip Wealth Management's WFC Position: Q1 2020 in Review

Blue Chip Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,230 shares — an estimated $389K sold.

Blue Chip Wealth Management first reported a position in WFC in Q1 2018 and held it in 8 quarters. The position peaked at $625K in Q1 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Blue Chip Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Blue Chip Wealth Management sold 7,230 Wells Fargo shares in Q1 2020, an estimated $389K.
Blue Chip Wealth Management first reported a position in Wells Fargo in Q1 2018 and held it in 8 quarters.
Blue Chip Wealth Management's Wells Fargo position peaked at $625K in Q1 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Blue Chip Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.