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Engrave Wealth Partners’s Wells Fargo WFC Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-513
Closed -$13K – 421
2020
Q2 		$13K Hold
513
– – 0.01% 227
2020
Q1 		$14K Sell
513
-300
-37% -$12.8K 0.02% 185
2019
Q4 		$43K Buy
+813
New +$42.6K 0.04% 142

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Geode Capital Management
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Eagle Capital Management (New York)
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Engrave Wealth Partners's WFC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 513 shares — an estimated $13K sold.

Engrave Wealth Partners first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $43K in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 513 Wells Fargo shares in Q3 2020, an estimated $13K.
  • Engrave Wealth Partners first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Wells Fargo position peaked at $43K in Q4 2019.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.