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Financial Architects (New Jersey)’s Wells Fargo WFC Stock Holding History

Financial Architects (New Jersey)’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
-4,290
Closed -$110K – 771
2020
Q2 		$110K Buy
4,290
+134
+3% +$3.67K 0.03% 312
2020
Q1 		$119K Sell
4,156
-1,810
-30% -$76.9K 0.03% 291
2019
Q4 		$321K Sell
5,966
-42
-0.7% -$2.2K 0.07% 194
2019
Q3 		$303K Sell
6,008
-95,320
-94% -$4.49M 0.07% 188
2019
Q2 		$4.79M Sell
101,328
-119,800
-54% -$5.6M 0.89% 23
2019
Q1 		$10.7M Buy
221,128
+4,056
+2% +$199K 1.82% 10
2018
Q4 		$10M Buy
217,072
+18,232
+9% +$934K 1.92% 10
2018
Q3 		$10.5M Buy
198,840
+1,547
+0.8% +$88.3K 1.7% 13
2018
Q2 		$10.9M Buy
197,293
+858
+0.4% +$46K 1.95% 12
2018
Q1 		$10.3M Sell
196,435
-3,296
-2% -$196K 2.01% 9
2017
Q4 		$12.1M Sell
199,731
-4,911
-2% -$277K 2.02% 7
2017
Q3 		$11.3M Buy
204,642
+874
+0.4% +$46.5K 2.01% 9
2017
Q2 		$11.3M Buy
203,768
+5,098
+3% +$273K 2.02% 7
2017
Q1 		$11.1M Buy
198,670
+85,094
+75% +$4.83M 1.96% 10
2016
Q4 		$6.26M Sell
113,576
-2,268
-2% -$114K 1.47% 16
2016
Q3 		$5.13M Buy
115,844
+1,255
+1% +$60.1K 1.38% 15
2016
Q2 		$5.42M Buy
114,589
+99,201
+645% +$4.84M 1.53% 13
2016
Q1 		$744K Sell
15,388
-213
-1% -$10.4K 0.27% 82
2015
Q4 		$848K Sell
15,601
-81
-0.5% -$4.4K 0.34% 72
2015
Q3 		$805K Sell
15,682
-5,099
-25% -$280K 0.34% 68
2015
Q2 		$1.11M Buy
20,781
+1,012
+5% +$56.4K 0.4% 52
2015
Q1 		$1.06M Buy
19,769
+4,923
+33% +$266K 0.41% 52
2014
Q4 		$814K Buy
14,846
+1,124
+8% +$59.5K 0.36% 62
2014
Q3 		$712K Sell
13,722
-47
-0.3% -$2.42K 0.35% 61
2014
Q2 		$724K Buy
13,769
+123
+0.9% +$6.18K 0.35% 63
2014
Q1 		$679K Sell
13,646
-265
-2% -$12.3K 0.41% 64
2013
Q4 		$632K Buy
13,911
+2,347
+20% +$101K 0.37% 70
2013
Q3 		$479K Buy
11,564
+697
+6% +$29.8K 0.31% 70
2013
Q2 		$449K Buy
+10,867
New +$423K 0.33% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Financial Architects (New Jersey)'s WFC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 4,290 shares — an estimated $110K sold.

Financial Architects (New Jersey) first reported a position in WFC in Q2 2013 and held it in 29 quarters. The position peaked at $12.1M in Q4 2017. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 4,290 Wells Fargo shares in Q3 2020, an estimated $110K.
  • Financial Architects (New Jersey) first reported a position in Wells Fargo in Q2 2013 and held it in 29 quarters.
  • Financial Architects (New Jersey)'s Wells Fargo position peaked at $12.1M in Q4 2017.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.