Cabot Wealth Management’s Wells Fargo WFC Stock Holding History

Cabot 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
2019 Q4	–	Sell	-4,717	Closed	-$238K	–	134
2019 Q3	$238K	Hold	4,717	–	–	0.05%	121
2019 Q2	$223K	Hold	4,717	–	–	0.05%	122
2019 Q1	$228K	Sell	4,717 -465	-9%	-$22.9K	0.05%	123
2018 Q4	$239K	Hold	5,182	–	–	0.06%	117
2018 Q3	$272K	Hold	5,182	–	–	0.06%	109
2018 Q2	$287K	Buy	5,182 +500	+11%	+$26.8K	0.06%	106
2018 Q1	$245K	Hold	4,682	–	–	0.05%	116
2017 Q4	$284K	Sell	4,682 -9	-0.2%	-$508	0.06%	117
2017 Q3	$259K	Hold	4,691	–	–	0.06%	119
2017 Q2	$260K	Sell	4,691 -934	-17%	-$50K	0.06%	119
2017 Q1	$313K	Hold	5,625	–	–	0.08%	115
2016 Q4	$310K	Buy	5,625 +9	+0.2%	+$453	0.08%	124
2016 Q3	$249K	Buy	+5,616	New	+$269K	0.06%	133

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cabot Wealth Management's WFC Position: Q4 2019 in Review

Cabot Wealth Management sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 4,717 shares — an estimated $238K sold.

Cabot Wealth Management first reported a position in WFC in Q3 2016 and held it in 13 quarters. The position peaked at $313K in Q1 2017. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

Cabot Wealth Management reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
Cabot Wealth Management sold 4,717 Wells Fargo shares in Q4 2019, an estimated $238K.
Cabot Wealth Management first reported a position in Wells Fargo in Q3 2016 and held it in 13 quarters.
Cabot Wealth Management's Wells Fargo position peaked at $313K in Q1 2017.
2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Cabot Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.