Corbenic Partners’s Wells Fargo WFC Stock Holding History

Corbenic 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
2021 Q1	–	Sell	-437	Closed	-$13K	–	262
2020 Q4	$13K	Hold	437	–	–	0.01%	116
2020 Q3	$10K	Hold	437	–	–	﹤0.01%	110
2020 Q2	$11K	Hold	437	–	–	0.01%	102
2020 Q1	$13K	Hold	437	–	–	0.01%	98
2019 Q4	$24K	Buy	+437	New	+$22.9K	0.02%	89
2017 Q4	$12K	Hold	200	–	–	0.02%	128
2017 Q3	$11K	Hold	200	–	–	0.01%	144
2017 Q2	$11K	Hold	200	–	–	0.02%	116
2017 Q1	$11K	Hold	200	–	–	0.01%	134
2016 Q4	$11K	Hold	200	–	–	0.01%	132
2016 Q3	$9K	Hold	200	–	–	0.01%	129
2016 Q2	$9K	Sell	200 -674	-77%	-$32.9K	0.01%	131
2016 Q1	$42K	Sell	874 -200	-19%	-$9.79K	0.04%	70
2015 Q4	$58K	Hold	1,074	–	–	0.06%	55
2015 Q3	$55K	Hold	1,074	–	–	0.05%	50
2015 Q2	$60K	Hold	1,074	–	–	0.05%	46
2015 Q1	$58K	Sell	1,074 -95	-8%	-$5.13K	0.05%	48
2014 Q4	$64K	Buy	1,169 +674	+136%	+$35.7K	0.05%	43
2014 Q3	$26K	Hold	495	–	–	0.02%	51
2014 Q2	$26K	Hold	495	–	–	0.02%	51
2014 Q1	$25K	Buy	495 +200	+68%	+$9.32K	0.02%	48
2013 Q4	$13K	Hold	295	–	–	0.01%	63
2013 Q3	$12K	Hold	295	–	–	0.02%	67
2013 Q2	$12K	Buy	+295	New	+$11.5K	0.01%	67

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Corbenic Partners's WFC Position: Q1 2021 in Review

Corbenic Partners sold out of Wells Fargo (WFC) in Q1 2021, closing a stake of 437 shares — an estimated $13K sold.

Corbenic Partners first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $64K in Q4 2014. 1,872 funds tracked by Wall St. Rank hold WFC as of Q1 2021.

Corbenic Partners reported no remaining Wells Fargo position as of Q1 2021 after selling out during the quarter.
Corbenic Partners sold 437 Wells Fargo shares in Q1 2021, an estimated $13K.
Corbenic Partners first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
Corbenic Partners's Wells Fargo position peaked at $64K in Q4 2014.
1,872 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2021.

Based on Corbenic Partners's 13F filing for Q1 2021, filed 14 Apr 2021.