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Great Diamond Partners’s Wells Fargo WFC Stock Holding History

Great Diamond Partners’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
Q2 		– Sell
-10,892
Closed -$312K – 154
2020
Q1 		$312K Sell
10,892
-577
-5% -$24.5K 0.16% 89
2019
Q4 		$617K Buy
+11,469
New +$601K 0.23% 72

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Great Diamond Partners's WFC Position: Q2 2020 in Review

Great Diamond Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 10,892 shares — an estimated $312K sold.

Great Diamond Partners first reported a position in WFC in Q4 2019 and held it in 2 quarters. The position peaked at $617K in Q4 2019. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Great Diamond Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • Great Diamond Partners sold 10,892 Wells Fargo shares in Q2 2020, an estimated $312K.
  • Great Diamond Partners first reported a position in Wells Fargo in Q4 2019 and held it in 2 quarters.
  • Great Diamond Partners's Wells Fargo position peaked at $617K in Q4 2019.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Great Diamond Partners's 13F filing for Q2 2020, filed 4 Aug 2020.