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Domani Wealth’s Wells Fargo WFC Stock Holding History

Domani Wealth’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
-4,849
Closed -$261K – 136
2019
Q4 		$261K Sell
4,849
-144
-3% -$7.54K 0.09% 98
2019
Q3 		$252K Buy
4,993
+137
+3% +$6.45K 0.09% 95
2019
Q2 		$230K Sell
4,856
-903
-16% -$42.2K 0.09% 99
2019
Q1 		$278K Buy
5,759
+9
+0.2% +$443 0.11% 87
2018
Q4 		$265K Buy
5,750
+7
+0.1% +$359 0.12% 80
2018
Q3 		$302K Sell
5,743
-12
-0.2% -$685 0.13% 79
2018
Q2 		$319K Buy
5,755
+969
+20% +$51.9K 0.15% 81
2018
Q1 		$251K Hold
4,786
– – 0.11% 93
2017
Q4 		$290K Hold
4,786
– – 0.13% 80
2017
Q3 		$264K Hold
4,786
– – 0.11% 81
2017
Q2 		$265K Hold
4,786
– – 0.11% 79
2017
Q1 		$266K Hold
4,786
– – 0.11% 80
2016
Q4 		$264K Hold
4,786
– – 0.11% 84
2016
Q3 		$212K Buy
+4,786
New +$229K 0.08% 114
2016
Q2 		– Sell
-6,891
Closed -$331K – 117
2016
Q1 		$331K Buy
6,891
+544
+9% +$26.6K 0.13% 91
2015
Q4 		$345K Buy
6,347
+834
+15% +$45.3K 0.14% 85
2015
Q3 		$283K Buy
5,513
+813
+17% +$44.7K 0.15% 78
2015
Q2 		$264K Buy
+4,700
New +$262K 0.14% 75

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

Domani Wealth's WFC Position: Q1 2020 in Review

Domani Wealth sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,849 shares — an estimated $261K sold.

Domani Wealth first reported a position in WFC in Q2 2015 and held it in 18 quarters. The position peaked at $345K in Q4 2015. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Domani Wealth reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Domani Wealth sold 4,849 Wells Fargo shares in Q1 2020, an estimated $261K.
  • Domani Wealth first reported a position in Wells Fargo in Q2 2015 and held it in 18 quarters.
  • Domani Wealth's Wells Fargo position peaked at $345K in Q4 2015.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Domani Wealth's 13F filing for Q1 2020, filed 10 Apr 2020.