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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Wells Fargo WFC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
Q1 		– Sell
-7,466
Closed -$402K – 116
2019
Q4 		$402K Sell
7,466
-962
-11% -$50.4K 0.09% 71
2019
Q3 		$425K Hold
8,428
– – 0.11% 64
2019
Q2 		$399K Sell
8,428
-2,612
-24% -$122K 0.11% 65
2019
Q1 		$533K Buy
11,040
+1,616
+17% +$79.5K 0.15% 52
2018
Q4 		$434K Buy
9,424
+2,412
+34% +$124K 0.14% 56
2018
Q3 		$369K Sell
7,012
-1,303
-16% -$74.4K 0.13% 61
2018
Q2 		$461K Sell
8,315
-439
-5% -$23.5K 0.17% 44
2018
Q1 		$459K Buy
+8,754
New +$520K 0.17% 44
2017
Q4 		– Sell
-3,934
Closed -$216K – 459
2017
Q3 		$216K Sell
3,934
-305
-7% -$16.2K 0.09% 56
2017
Q2 		$234K Buy
4,239
+3
+0.1% +$161 0.09% 49
2017
Q1 		$236K Sell
4,236
-4,978
-54% -$282K 0.1% 48
2016
Q4 		$508K Buy
9,214
+1,403
+18% +$70.5K 0.14% 37
2016
Q3 		$345K Buy
7,811
+610
+8% +$29.2K 0.14% 43
2016
Q2 		$340K Buy
7,201
+20
+0.3% +$975 0.14% 42
2016
Q1 		$347K Buy
7,181
+202
+3% +$9.89K 0.16% 40
2015
Q4 		$379K Buy
+6,979
New +$379K 0.19% 36

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's WFC Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,466 shares — an estimated $402K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WFC in Q4 2015 and held it in 16 quarters. The position peaked at $533K in Q1 2019. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 7,466 Wells Fargo shares in Q1 2020, an estimated $402K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Wells Fargo in Q4 2015 and held it in 16 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Wells Fargo position peaked at $533K in Q1 2019.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.