FVWA
WFC icon

Foster Victor Wealth Advisors’s Wells Fargo WFC Stock Holding History

Foster Victor Wealth 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
-54,245
Closed -$1.39M – 151
2020
Q2 		$1.39M Buy
54,245
+15,542
+40% +$425K 0.46% 52
2020
Q1 		$1.04M Buy
38,703
+16,398
+74% +$697K 0.46% 59
2019
Q4 		$1.18M Buy
22,305
+3,000
+16% +$157K 0.51% 53
2019
Q3 		$942K Buy
19,305
+8,029
+71% +$378K 0.52% 48
2019
Q2 		$536K Sell
11,276
-3,486
-24% -$163K 0.39% 51
2019
Q1 		$713K Buy
14,762
+1,419
+11% +$69.8K 0.56% 38
2018
Q4 		$615K Buy
+13,343
New +$683K 0.58% 26

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Foster Victor Wealth Advisors's WFC Position: Q3 2020 in Review

Foster Victor Wealth Advisors sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 54,245 shares — an estimated $1.39M sold.

Foster Victor Wealth Advisors first reported a position in WFC in Q4 2018 and held it in 7 quarters. The position peaked at $1.39M in Q2 2020. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Foster Victor Wealth Advisors reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 54,245 Wells Fargo shares in Q3 2020, an estimated $1.39M.
  • Foster Victor Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and held it in 7 quarters.
  • Foster Victor Wealth Advisors's Wells Fargo position peaked at $1.39M in Q2 2020.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.