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CFM Wealth Partners’s Wells Fargo WFC Stock Holding History

CFM Wealth Partners’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
-4,054
Closed -$103K – 456
2020
Q2 		$103K Sell
4,054
-1,924
-32% -$52.6K 0.04% 195
2020
Q1 		$172K Hold
5,978
– – 0.08% 145
2019
Q4 		$294K Buy
+5,978
New +$313K 0.11% 116

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Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Geode Capital Management
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Eagle Capital Management (New York)
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CFM Wealth Partners's WFC Position: Q3 2020 in Review

CFM Wealth Partners sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 4,054 shares — an estimated $103K sold.

CFM Wealth Partners first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $294K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • CFM Wealth Partners reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 4,054 Wells Fargo shares in Q3 2020, an estimated $103K.
  • CFM Wealth Partners first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Wells Fargo position peaked at $294K in Q4 2019.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.