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Cardinal Strategic Wealth Guidance’s Wells Fargo WFC Stock Holding History

Cardinal Strategic Wealth Guidance’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
-3,944
Closed -$212K – 57
2019
Q4 		$212K Buy
+3,944
New +$207K 0.18% 54

Other funds holding WFC

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Vanguard Group
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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's WFC Position: Q1 2020 in Review

Cardinal Strategic Wealth Guidance sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 3,944 shares — an estimated $212K sold.

Cardinal Strategic Wealth Guidance first reported a position in WFC in Q4 2019 and held it in 1 quarter. The position peaked at $212K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Cardinal Strategic Wealth Guidance reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 3,944 Wells Fargo shares in Q1 2020, an estimated $212K.
  • Cardinal Strategic Wealth Guidance first reported a position in Wells Fargo in Q4 2019 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Wells Fargo position peaked at $212K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2020, filed 27 Apr 2020.