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D.B. Root & Company’s Wells Fargo WFC Stock Holding History

D.B. Root & Company’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
2019
Q2 		– Sell
-18,060
Closed -$873K – 211
2019
Q1 		$873K Buy
18,060
+1,223
+7% +$60.2K 0.37% 78
2018
Q4 		$776K Sell
16,837
-915
-5% -$46.9K 0.39% 81
2018
Q3 		$933K Sell
17,752
-394
-2% -$22.5K 0.41% 79
2018
Q2 		$1.01M Sell
18,146
-62
-0.3% -$3.32K 0.47% 66
2018
Q1 		$954K Buy
18,208
+4,400
+32% +$261K 0.5% 64
2017
Q4 		$838K Buy
+13,808
New +$780K 0.72% 43

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

D.B. Root & Company's WFC Position: Q2 2019 in Review

D.B. Root & Company sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 18,060 shares — an estimated $873K sold.

D.B. Root & Company first reported a position in WFC in Q4 2017 and held it in 6 quarters. The position peaked at $1.01M in Q2 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • D.B. Root & Company reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • D.B. Root & Company sold 18,060 Wells Fargo shares in Q2 2019, an estimated $873K.
  • D.B. Root & Company first reported a position in Wells Fargo in Q4 2017 and held it in 6 quarters.
  • D.B. Root & Company's Wells Fargo position peaked at $1.01M in Q2 2018.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on D.B. Root & Company's 13F filing for Q2 2019, filed 19 Jul 2019.