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Greytown Advisors’s Wells Fargo WFC Stock Holding History

Greytown 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
Q4 		– Sell
-14,184
Closed -$333K – 97
2020
Q3 		$333K Sell
14,184
-2,102
-13% -$51.8K 0.27% 63
2020
Q2 		$417K Sell
16,286
-8,258
-34% -$226K 0.39% 41
2020
Q1 		$704K Buy
24,544
+6,375
+35% +$271K 0.7% 33
2019
Q4 		$977K Sell
18,169
-188
-1% -$9.85K 0.69% 33
2019
Q3 		$926K Buy
18,357
+1,073
+6% +$50.5K 0.69% 31
2019
Q2 		$818K Buy
17,284
+277
+2% +$13K 0.58% 38
2019
Q1 		$822K Hold
17,007
– – 0.59% 41
2018
Q4 		$784K Buy
17,007
+454
+3% +$23.3K 0.56% 42
2018
Q3 		$870K Sell
16,553
-3,154
-16% -$180K 0.57% 43
2018
Q2 		$1.09M Buy
19,707
+1,528
+8% +$81.9K 0.51% 33
2018
Q1 		$953K Buy
18,179
+1,682
+10% +$99.9K 0.48% 45
2017
Q4 		$1M Buy
16,497
+3,062
+23% +$173K 0.51% 43
2017
Q3 		$741K Buy
13,435
+4,058
+43% +$216K 0.43% 46
2017
Q2 		$520K Buy
9,377
+3,703
+65% +$198K 0.42% 35
2017
Q1 		$316K Buy
5,674
+494
+10% +$28K 0.28% 53
2016
Q4 		$285K Buy
+5,180
New +$260K 0.27% 55

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Greytown Advisors's WFC Position: Q4 2020 in Review

Greytown Advisors sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 14,184 shares — an estimated $333K sold.

Greytown Advisors first reported a position in WFC in Q4 2016 and held it in 16 quarters. The position peaked at $1.09M in Q2 2018. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Greytown Advisors reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Greytown Advisors sold 14,184 Wells Fargo shares in Q4 2020, an estimated $333K.
  • Greytown Advisors first reported a position in Wells Fargo in Q4 2016 and held it in 16 quarters.
  • Greytown Advisors's Wells Fargo position peaked at $1.09M in Q2 2018.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Greytown Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.