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Blue Square Asset Management’s Wells Fargo WFC Stock Holding History

Blue Square Asset 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
Q3 		– Sell
-126
Closed -$3K – 181
2020
Q2 		$3K Buy
+126
New +$3.45K ﹤0.01% 180

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State Street
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
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Blue Square Asset Management's WFC Position: Q3 2020 in Review

Blue Square Asset Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 126 shares — an estimated $3K sold.

Blue Square Asset Management first reported a position in WFC in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Blue Square Asset Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Blue Square Asset Management sold 126 Wells Fargo shares in Q3 2020, an estimated $3K.
  • Blue Square Asset Management first reported a position in Wells Fargo in Q2 2020 and held it in 1 quarter.
  • Blue Square Asset Management's Wells Fargo position peaked at $3K in Q2 2020.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Blue Square Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.