CA Family Wealth’s Wells Fargo WFC Stock Holding History

CA Family Wealth’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	-6,815	Closed	-$367K	–	132
2019 Q4	$367K	Buy	+6,815	New	+$357K	0.25%	41

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

CA Family Wealth's WFC Position: Q1 2020 in Review

CA Family Wealth sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,815 shares — an estimated $367K sold.

CA Family Wealth first reported a position in WFC in Q4 2019 and held it in 1 quarter. The position peaked at $367K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

CA Family Wealth reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 6,815 Wells Fargo shares in Q1 2020, an estimated $367K.
CA Family Wealth first reported a position in Wells Fargo in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Wells Fargo position peaked at $367K in Q4 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.