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Fulcrum Equity Management’s Wells Fargo WFC Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-61
Closed -$3K – 230
2019
Q3 		$3K Buy
+61
New +$2.87K ﹤0.01% 197

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BlackRock
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State Street
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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
Dodge & Cox
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
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State Farm Mutual Automobile Insurance
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Fulcrum Equity Management's WFC Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 61 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in WFC in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 2,095 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 61 Wells Fargo shares in Q4 2019, an estimated $3K.
  • Fulcrum Equity Management first reported a position in Wells Fargo in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Wells Fargo position peaked at $3K in Q3 2019.
  • 2,095 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.