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Camarda Financial Advisors’s Wells Fargo WFC Stock Holding History

Camarda Financial Advisors’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
Q3 		– Sell
-691
Closed -$33K – 460
2019
Q2 		$33K Hold
691
– – 0.06% 98
2019
Q1 		$33K Buy
691
+76
+12% +$3.74K 0.06% 100
2018
Q4 		$28K Sell
615
-333
-35% -$17.1K 0.03% 103
2018
Q3 		$50K Buy
948
+190
+25% +$10.8K 0.06% 111
2018
Q2 		$42K Hold
758
– – 0.04% 116
2018
Q1 		$40K Hold
758
– – 0.04% 109
2017
Q4 		$46K Sell
758
-247
-25% -$13.9K 0.06% 110
2017
Q3 		$55K Hold
1,005
– – 0.06% 109
2017
Q2 		$56K Buy
1,005
+224
+29% +$12K 0.06% 107
2017
Q1 		$43K Sell
781
-863
-52% -$49K 0.04% 113
2016
Q4 		$91K Buy
1,644
+752
+84% +$37.8K 0.06% 105
2016
Q3 		$39K Sell
892
-499
-36% -$23.9K 0.02% 125
2016
Q2 		$66K Buy
1,391
+581
+72% +$28.3K 0.04% 122
2016
Q1 		$39K Buy
810
+422
+109% +$20.7K 0.02% 145
2015
Q4 		$21K Hold
388
– – 0.01% 178
2015
Q3 		$20K Hold
388
– – 0.01% 127
2015
Q2 		$22K Sell
388
-28
-7% -$1.56K 0.01% 159
2015
Q1 		$23K Sell
416
-4
-1% -$216 0.01% 174
2014
Q4 		$23K Buy
420
+392
+1,400% +$20.8K 0.01% 186
2014
Q3 		$1K Hold
28
– – ﹤0.01% 208
2014
Q2 		$1K Hold
28
– – ﹤0.01% 212
2014
Q1 		$1K Hold
28
– – ﹤0.01% 196
2013
Q4 		$1K Buy
+28
New +$1.21K ﹤0.01% 178
2013
Q3 		– Sell
-62
Closed -$3K – 249
2013
Q2 		$3K Buy
+62
New +$2.42K ﹤0.01% 243

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Camarda Financial Advisors's WFC Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Wells Fargo (WFC) in Q3 2019, closing a stake of 691 shares — an estimated $33K sold.

Camarda Financial Advisors first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $91K in Q4 2016. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Wells Fargo position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 691 Wells Fargo shares in Q3 2019, an estimated $33K.
  • Camarda Financial Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Camarda Financial Advisors's Wells Fargo position peaked at $91K in Q4 2016.
  • 1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.