Fairhaven Wealth Management’s Wells Fargo WFC Stock Holding History

Fairhaven 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 Q4	–	Sell	-9,180	Closed	-$216K	–	122
2020 Q3	$216K	Sell	9,180 -19,666	-68%	-$485K	0.13%	85
2020 Q2	$738K	Buy	28,846 +8,253	+40%	+$226K	0.49%	43
2020 Q1	$591K	Buy	20,593 +10,551	+105%	+$449K	0.54%	36
2019 Q4	$540K	Hold	10,042	–	–	0.45%	33
2019 Q3	$507K	Hold	10,042	–	–	0.47%	34
2019 Q2	$475K	Buy	10,042 +179	+2%	+$8.37K	0.44%	36
2019 Q1	$477K	Sell	9,863 -177	-2%	-$8.71K	0.45%	32
2018 Q4	$463K	Buy	+10,040	New	+$514K	0.46%	33

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fairhaven Wealth Management's WFC Position: Q4 2020 in Review

Fairhaven Wealth Management sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 9,180 shares — an estimated $216K sold.

Fairhaven Wealth Management first reported a position in WFC in Q4 2018 and held it in 8 quarters. The position peaked at $738K in Q2 2020. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

Fairhaven Wealth Management reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
Fairhaven Wealth Management sold 9,180 Wells Fargo shares in Q4 2020, an estimated $216K.
Fairhaven Wealth Management first reported a position in Wells Fargo in Q4 2018 and held it in 8 quarters.
Fairhaven Wealth Management's Wells Fargo position peaked at $738K in Q2 2020.
1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Fairhaven Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.