Fortis Advisors’s Wells Fargo WFC Stock Holding History

Fortis 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 Q3	–	Sell	-168	Closed	-$4K	–	189
2020 Q2	$4K	Hold	168	–	–	﹤0.01%	157
2020 Q1	$5K	Sell	168 -2,100	-93%	-$89.3K	﹤0.01%	287
2019 Q4	$122K	Hold	2,268	–	–	0.07%	165
2019 Q3	$115K	Hold	2,268	–	–	0.05%	172
2019 Q2	$107K	Hold	2,268	–	–	0.05%	173
2019 Q1	$110K	Hold	2,268	–	–	0.06%	166
2018 Q4	$105K	Hold	2,268	–	–	0.06%	162
2018 Q3	$119K	Sell	2,268 -50	-2%	-$2.85K	0.07%	136
2018 Q2	$129K	Hold	2,318	–	–	0.07%	119
2018 Q1	$120K	Buy	2,318 +168	+8%	+$9.98K	0.07%	115
2017 Q4	$130K	Hold	2,150	–	–	0.08%	105
2017 Q3	$118K	Buy	2,150 +1,950	+975%	+$104K	0.08%	100
2017 Q2	$12K	Hold	200	–	–	0.01%	83
2017 Q1	$12K	Buy	+200	New	+$11.3K	0.01%	74

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fortis Advisors's WFC Position: Q3 2020 in Review

Fortis Advisors sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 168 shares — an estimated $4K sold.

Fortis Advisors first reported a position in WFC in Q1 2017 and held it in 14 quarters. The position peaked at $130K in Q4 2017. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Fortis Advisors reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Fortis Advisors sold 168 Wells Fargo shares in Q3 2020, an estimated $4K.
Fortis Advisors first reported a position in Wells Fargo in Q1 2017 and held it in 14 quarters.
Fortis Advisors's Wells Fargo position peaked at $130K in Q4 2017.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.