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EPG Wealth Management’s Wells Fargo WFC Stock Holding History

EPG 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
Q2 		– Sell
-904
Closed -$26K – 776
2020
Q1 		$26K Sell
904
-1,208
-57% -$51.4K 0.02% 367
2019
Q4 		$114K Buy
+2,112
New +$111K 0.08% 145

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

EPG Wealth Management's WFC Position: Q2 2020 in Review

EPG Wealth Management sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 904 shares — an estimated $26K sold.

EPG Wealth Management first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $114K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • EPG Wealth Management reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 904 Wells Fargo shares in Q2 2020, an estimated $26K.
  • EPG Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Wells Fargo position peaked at $114K in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.