CWSR
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Chessman Wealth Strategies RIA’s Wells Fargo WFC Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-450
Closed -$24K – 172
2018
Q3 		$24K Buy
+450
New +$25.7K 0.02% 89

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Chessman Wealth Strategies RIA's WFC Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Wells Fargo (WFC) in Q4 2018, closing a stake of 450 shares — an estimated $24K sold.

Chessman Wealth Strategies RIA first reported a position in WFC in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 2,007 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Wells Fargo position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 450 Wells Fargo shares in Q4 2018, an estimated $24K.
  • Chessman Wealth Strategies RIA first reported a position in Wells Fargo in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Wells Fargo position peaked at $24K in Q3 2018.
  • 2,007 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.