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Harvest Group Wealth Management’s Wells Fargo WFC Stock Holding History

Harvest Group Wealth 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
-250
Closed -$13K – 1039
2019
Q4 		$13K Hold
250
– – 0.01% 209
2019
Q3 		$13K Buy
+250
New +$11.8K 0.02% 228
2019
Q2 		– Sell
-127
Closed -$6K – 1015
2019
Q1 		$6K Buy
+127
New +$6.25K 0.01% 359

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Harvest Group Wealth Management's WFC Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 250 shares — an estimated $13K sold.

Harvest Group Wealth Management first reported a position in WFC in Q1 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 250 Wells Fargo shares in Q1 2020, an estimated $13K.
  • Harvest Group Wealth Management first reported a position in Wells Fargo in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Wells Fargo position peaked at $13K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.