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Hayden Royal’s Wells Fargo WFC Stock Holding History

Hayden Royal’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
Q4 		– Sell
-4,040
Closed -$204K – 249
2019
Q3 		$204K Sell
4,040
-868
-18% -$40.9K 0.18% 154
2019
Q2 		$231K Buy
+4,908
New +$230K 0.25% 126
2019
Q1 		– Sell
-5,000
Closed -$230K – 217
2018
Q4 		$230K Buy
+5,000
New +$256K 0.12% 169

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hayden Royal's WFC Position: Q4 2019 in Review

Hayden Royal sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 4,040 shares — an estimated $204K sold.

Hayden Royal first reported a position in WFC in Q4 2018 and held it in 3 quarters. The position peaked at $231K in Q2 2019. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Hayden Royal reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
  • Hayden Royal sold 4,040 Wells Fargo shares in Q4 2019, an estimated $204K.
  • Hayden Royal first reported a position in Wells Fargo in Q4 2018 and held it in 3 quarters.
  • Hayden Royal's Wells Fargo position peaked at $231K in Q2 2019.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Hayden Royal's 13F filing for Q4 2019, filed 24 Feb 2020.