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Bridgeworth’s Wells Fargo WFC Stock Holding History

Bridgeworth’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
Q2 		– Sell
-7,905
Closed -$227K – 132
2020
Q1 		$227K Sell
7,905
-6
-0.1% -$255 0.1% 102
2019
Q4 		$426K Sell
7,911
-571
-7% -$29.9K 0.16% 75
2019
Q3 		$428K Buy
8,482
+2,951
+53% +$139K 0.16% 76
2019
Q2 		$262K Buy
5,531
+50
+0.9% +$2.34K 0.1% 99
2019
Q1 		$265K Sell
5,481
-3,983
-42% -$196K 0.11% 104
2018
Q4 		$338K Buy
+9,464
New +$485K 0.19% 73
2018
Q3 		– Sell
-3,437
Closed -$189K – 546
2018
Q2 		$189K Sell
3,437
-781
-19% -$41.8K 0.08% 140
2018
Q1 		$218K Buy
+4,218
New +$251K 0.1% 136
2017
Q3 		– Sell
-4,650
Closed -$256K – 134
2017
Q2 		$256K Sell
4,650
-206
-4% -$11K 0.13% 119
2017
Q1 		$268K Buy
4,856
+830
+21% +$47.1K 0.14% 114
2016
Q4 		$221K Buy
+4,026
New +$202K 0.12% 128

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bridgeworth's WFC Position: Q2 2020 in Review

Bridgeworth sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 7,905 shares — an estimated $227K sold.

Bridgeworth first reported a position in WFC in Q4 2016 and held it in 11 quarters. The position peaked at $428K in Q3 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Bridgeworth reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Bridgeworth sold 7,905 Wells Fargo shares in Q2 2020, an estimated $227K.
  • Bridgeworth first reported a position in Wells Fargo in Q4 2016 and held it in 11 quarters.
  • Bridgeworth's Wells Fargo position peaked at $428K in Q3 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Bridgeworth's 13F filing for Q2 2020, filed 10 Aug 2020.