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Doyle Wealth Management’s Wells Fargo WFC Stock Holding History

Doyle Wealth Management’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
-313,068
Closed -$16.8M – 217
2019
Q4 		$16.8M Buy
313,068
+11,079
+4% +$580K 2.11% 16
2019
Q3 		$15.2M Sell
301,989
-1,803
-0.6% -$84.9K 2.1% 15
2019
Q2 		$14.4M Buy
303,792
+153
+0.1% +$7.16K 1.99% 15
2019
Q1 		$14.3M Sell
303,639
-7,218
-2% -$355K 2.08% 16
2018
Q4 		$14.3M Buy
310,857
+31,618
+11% +$1.62M 2.42% 12
2018
Q3 		$14.7M Buy
279,239
+7,440
+3% +$425K 2.28% 14
2018
Q2 		$15.1M Buy
271,799
+11,677
+4% +$626K 2.49% 10
2018
Q1 		$13.6M Buy
260,122
+43,946
+20% +$2.61M 2.29% 15
2017
Q4 		$13.1M Buy
216,176
+5,761
+3% +$325K 2.22% 16
2017
Q3 		$11.6M Buy
210,415
+4,018
+2% +$214K 2.03% 19
2017
Q2 		$11.4M Buy
206,397
+16,281
+9% +$872K 2.12% 16
2017
Q1 		$10.6M Buy
+190,116
New +$10.8M 2.16% 16

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

Doyle Wealth Management's WFC Position: Q1 2020 in Review

Doyle Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 313,068 shares — an estimated $16.8M sold.

Doyle Wealth Management first reported a position in WFC in Q1 2017 and held it in 12 quarters. The position peaked at $16.8M in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Doyle Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Doyle Wealth Management sold 313,068 Wells Fargo shares in Q1 2020, an estimated $16.8M.
  • Doyle Wealth Management first reported a position in Wells Fargo in Q1 2017 and held it in 12 quarters.
  • Doyle Wealth Management's Wells Fargo position peaked at $16.8M in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Doyle Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.