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Brightworth’s Wells Fargo WFC Stock Holding History

Brightworth’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
2019
Q4 		– Sell
-19,168
Closed -$967K – 100
2019
Q3 		$967K Sell
19,168
-21,001
-52% -$989K 0.2% 50
2019
Q2 		$1.9M Buy
40,169
+1,456
+4% +$68.1K 0.4% 41
2019
Q1 		$1.87M Sell
38,713
-7,289
-16% -$358K 0.39% 42
2018
Q4 		$2.12M Buy
46,002
+25,441
+124% +$1.3M 0.49% 39
2018
Q3 		$1.08M Buy
20,561
+1,547
+8% +$88.3K 0.24% 43
2018
Q2 		$1.05M Sell
19,014
-1,467
-7% -$78.6K 0.25% 42
2018
Q1 		$1.07M Sell
20,481
-50,045
-71% -$2.97M 0.25% 44
2017
Q4 		$4.28M Buy
70,526
+1,180
+2% +$66.6K 0.97% 30
2017
Q3 		$3.82M Buy
+69,346
New +$3.69M 0.93% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Brightworth's WFC Position: Q4 2019 in Review

Brightworth sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 19,168 shares — an estimated $967K sold.

Brightworth first reported a position in WFC in Q3 2017 and held it in 9 quarters. The position peaked at $4.28M in Q4 2017. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Brightworth reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Brightworth sold 19,168 Wells Fargo shares in Q4 2019, an estimated $967K.
  • Brightworth first reported a position in Wells Fargo in Q3 2017 and held it in 9 quarters.
  • Brightworth's Wells Fargo position peaked at $4.28M in Q4 2017.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Brightworth's 13F filing for Q4 2019, filed 23 Jan 2020.