Divergent Wealth Advisors’s Wells Fargo WFC Stock Holding History

Divergent Wealth Advisors’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 Q4	–	Sell	-12,121	Closed	-$285K	–	34
2020 Q3	$285K	Sell	12,121 -877	-7%	-$21.6K	0.08%	32
2020 Q2	$333K	Buy	12,998 +647	+5%	+$17.7K	0.1%	29
2020 Q1	$354K	Sell	12,351 -1,221	-9%	-$51.9K	0.13%	26
2019 Q4	$730K	Sell	13,572 -66	-0.5%	-$3.46K	0.21%	24
2019 Q3	$688K	Sell	13,638 -326	-2%	-$15.4K	0.21%	24
2019 Q2	$661K	Sell	13,964 -98	-0.7%	-$4.58K	0.21%	24
2019 Q1	$679K	Hold	14,062	–	–	0.23%	24
2018 Q4	$648K	Sell	14,062 -101	-0.7%	-$5.17K	0.24%	29
2018 Q3	$753K	Sell	14,163 -113	-0.8%	-$6.45K	0.26%	22
2018 Q2	$791K	Sell	14,276 -53	-0.4%	-$2.84K	0.29%	21
2018 Q1	$751K	Buy	+14,329	New	+$851K	0.28%	21

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

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

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

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

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Divergent Wealth Advisors's WFC Position: Q4 2020 in Review

Divergent Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 12,121 shares — an estimated $285K sold.

Divergent Wealth Advisors first reported a position in WFC in Q1 2018 and held it in 11 quarters. The position peaked at $791K in Q2 2018. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

Divergent Wealth Advisors reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
Divergent Wealth Advisors sold 12,121 Wells Fargo shares in Q4 2020, an estimated $285K.
Divergent Wealth Advisors first reported a position in Wells Fargo in Q1 2018 and held it in 11 quarters.
Divergent Wealth Advisors's Wells Fargo position peaked at $791K in Q2 2018.
1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Divergent Wealth Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.