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Davis Rea’s Wells Fargo WFC Stock Holding History

Davis Rea’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
-55,251
Closed -$2.97M – 51
2019
Q4 		$2.97M Buy
55,251
+1,172
+2% +$61.4K 2.03% 22
2019
Q3 		$2.73M Sell
54,079
-30,935
-36% -$1.46M 2% 22
2019
Q2 		$4.02M Buy
85,014
+1,548
+2% +$72.4K 2.32% 17
2019
Q1 		$4.03M Buy
83,466
+567
+0.7% +$27.9K 2.37% 18
2018
Q4 		$3.82M Buy
82,899
+21,025
+34% +$1.08M 2.53% 19
2018
Q3 		$3.25M Buy
61,874
+18,055
+41% +$1.03M 1.84% 24
2018
Q2 		$2.43M Buy
43,819
+3,050
+7% +$163K 1.6% 25
2018
Q1 		$2.14M Sell
40,769
-21,746
-35% -$1.29M 1.36% 25
2017
Q4 		$3.79M Buy
62,515
+43,390
+227% +$2.45M 2.1% 22
2017
Q3 		$1.05M Buy
+19,125
New +$1.02M 0.62% 34

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
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

Davis Rea's WFC Position: Q1 2020 in Review

Davis Rea sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 55,251 shares — an estimated $2.97M sold.

Davis Rea first reported a position in WFC in Q3 2017 and held it in 10 quarters. The position peaked at $4.03M in Q1 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Davis Rea reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Davis Rea sold 55,251 Wells Fargo shares in Q1 2020, an estimated $2.97M.
  • Davis Rea first reported a position in Wells Fargo in Q3 2017 and held it in 10 quarters.
  • Davis Rea's Wells Fargo position peaked at $4.03M in Q1 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Davis Rea's 13F filing for Q1 2020, filed 30 Apr 2020.