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Campbell Wealth Management’s Wells Fargo WFC Stock Holding History

Campbell 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
2020
Q3 		– Sell
-518
Closed -$13K – 348
2020
Q2 		$13K Buy
+518
New +$14.2K ﹤0.01% 253

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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Campbell Wealth Management's WFC Position: Q3 2020 in Review

Campbell Wealth Management sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 518 shares — an estimated $13K sold.

Campbell Wealth Management first reported a position in WFC in Q2 2020 and held it in 1 quarter. The position peaked at $13K in Q2 2020. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Campbell Wealth Management reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 518 Wells Fargo shares in Q3 2020, an estimated $13K.
  • Campbell Wealth Management first reported a position in Wells Fargo in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Wells Fargo position peaked at $13K in Q2 2020.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.