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Eads & Heald Wealth Management’s Wells Fargo WFC Stock Holding History

Eads & Heald 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
-18,654
Closed -$1M – 130
2019
Q4 		$1M Sell
18,654
-1,156
-6% -$60.5K 0.53% 80
2019
Q3 		$999K Sell
19,810
-322
-2% -$15.2K 0.56% 76
2019
Q2 		$953K Sell
20,132
-85
-0.4% -$3.98K 0.54% 80
2019
Q1 		$977K Buy
20,217
+1,047
+5% +$51.5K 0.57% 78
2018
Q4 		$883K Sell
19,170
-2,025
-10% -$104K 0.59% 75
2018
Q3 		$1.11M Sell
21,195
-190
-0.9% -$10.8K 0.64% 70
2018
Q2 		$1.19M Buy
21,385
+363
+2% +$19.4K 0.73% 66
2018
Q1 		$1.1M Sell
21,022
-1,410
-6% -$83.8K 0.7% 71
2017
Q4 		$1.36M Sell
22,432
-62
-0.3% -$3.5K 0.8% 60
2017
Q3 		$1.24M Sell
22,494
-4,769
-17% -$253K 0.77% 63
2017
Q2 		$1.51M Sell
27,263
-315
-1% -$16.9K 0.97% 46
2017
Q1 		$1.53M Buy
27,578
+1,870
+7% +$106K 0.99% 47
2016
Q4 		$1.42M Sell
25,708
-995
-4% -$50K 0.97% 48
2016
Q3 		$1.18M Sell
26,703
-412
-2% -$19.7K 0.81% 58
2016
Q2 		$1.28M Sell
27,115
-878
-3% -$42.8K 0.88% 55
2016
Q1 		$1.35M Sell
27,993
-479
-2% -$23.5K 0.94% 50
2015
Q4 		$1.55M Buy
28,472
+175
+0.6% +$9.5K 1.07% 37
2015
Q3 		$1.45M Buy
28,297
+115
+0.4% +$6.32K 1.04% 37
2015
Q2 		$1.58M Buy
28,182
+3
+0% +$167 1.04% 40
2015
Q1 		$1.53M Sell
28,179
-1,293
-4% -$69.9K 0.99% 46
2014
Q4 		$1.62M Sell
29,472
-525
-2% -$27.8K 1.03% 43
2014
Q3 		$1.56M Buy
29,997
+6,254
+26% +$322K 1.05% 46
2014
Q2 		$1.25M Sell
23,743
-3,972
-14% -$200K 0.83% 60
2014
Q1 		$1.38M Buy
27,715
+2,253
+9% +$105K 0.91% 56
2013
Q4 		$1.16M Sell
25,462
-354
-1% -$15.3K 0.77% 63
2013
Q3 		$1.07M Buy
25,816
+7,194
+39% +$307K 0.76% 66
2013
Q2 		$769K Buy
+18,622
New +$726K 0.54% 79

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

Eads & Heald Wealth Management's WFC Position: Q1 2020 in Review

Eads & Heald Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 18,654 shares — an estimated $1M sold.

Eads & Heald Wealth Management first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $1.62M in Q4 2014. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Eads & Heald Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 18,654 Wells Fargo shares in Q1 2020, an estimated $1M.
  • Eads & Heald Wealth Management first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
  • Eads & Heald Wealth Management's Wells Fargo position peaked at $1.62M in Q4 2014.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.