EPA
WFC icon

Element Pointe Advisors’s Wells Fargo WFC Stock Holding History

Element Pointe 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
Q1 		– Sell
-10,030
Closed -$540K – 102
2019
Q4 		$540K Buy
10,030
+480
+5% +$25.1K 0.28% 42
2019
Q3 		$482K Sell
9,550
-105
-1% -$4.95K 0.28% 45
2019
Q2 		$457K Buy
+9,655
New +$452K 0.26% 45
2019
Q1 		– Sell
-5,882
Closed -$271K – 102
2018
Q4 		$271K Buy
+5,882
New +$301K 0.17% 62

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

Element Pointe Advisors's WFC Position: Q1 2020 in Review

Element Pointe Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 10,030 shares — an estimated $540K sold.

Element Pointe Advisors first reported a position in WFC in Q4 2018 and held it in 4 quarters. The position peaked at $540K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Element Pointe Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Element Pointe Advisors sold 10,030 Wells Fargo shares in Q1 2020, an estimated $540K.
  • Element Pointe Advisors first reported a position in Wells Fargo in Q4 2018 and held it in 4 quarters.
  • Element Pointe Advisors's Wells Fargo position peaked at $540K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Element Pointe Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.