Guidant Wealth Advisors’s Wells Fargo WFC Stock Holding History

Guidant 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
2019 Q3	$11K	Hold	223	–	–	﹤0.01%	255
2019 Q2	$11K	Hold	223	–	–	﹤0.01%	256
2019 Q1	$11K	Buy	223 +18	+9%	+$885	﹤0.01%	257
2018 Q4	$9K	Sell	205 -63	-24%	-$3.23K	﹤0.01%	201
2018 Q3	$14K	Hold	268	–	–	0.01%	140
2018 Q2	$15K	Buy	268 +63	+31%	+$3.38K	0.01%	133
2018 Q1	$10K	Hold	205	–	–	﹤0.01%	147
2017 Q4	$12K	Hold	205	–	–	0.01%	142
2017 Q3	$11K	Hold	205	–	–	0.01%	154
2017 Q2	$11K	Hold	205	–	–	0.01%	192
2017 Q1	$11K	Hold	205	–	–	0.01%	167
2016 Q4	$11K	Hold	205	–	–	0.01%	156
2016 Q3	$9K	Buy	+205	New	+$9.81K	0.01%	169

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Guidant Wealth Advisors's WFC Position: Q3 2019 in Review

Guidant Wealth Advisors held its Wells Fargo (WFC) position steady in Q3 2019 at 223 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Guidant Wealth Advisors first reported a position in WFC in Q3 2016 and has held it in 13 quarters since. The position peaked at $15K in Q2 2018. 1,937 funds tracked by Wall St. Rank hold WFC as of Q3 2019.

Guidant Wealth Advisors held 223 shares of Wells Fargo worth $11K as of Q3 2019.
Guidant Wealth Advisors left its Wells Fargo share count unchanged in Q3 2019.
Wells Fargo made up ﹤0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #255 holding.
Guidant Wealth Advisors first reported a position in Wells Fargo in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Wells Fargo position peaked at $15K in Q2 2018.
1,937 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.