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Hedeker Wealth’s Wells Fargo WFC Stock Holding History

Hedeker Wealth’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
Q3 		– Sell
-25,847
Closed -$661K – 70
2020
Q2 		$661K Buy
25,847
+2,415
+10% +$66.1K 0.34% 56
2020
Q1 		$672K Buy
23,432
+765
+3% +$32.5K 0.42% 54
2019
Q4 		$1.22M Sell
22,667
-334
-1% -$17.5K 0.65% 47
2019
Q3 		$1.16M Buy
23,001
+801
+4% +$37.7K 0.7% 47
2019
Q2 		$1.05M Sell
22,200
-10,457
-32% -$489K 0.67% 46
2019
Q1 		$1.54M Buy
32,657
+4,312
+15% +$212K 1.16% 40
2018
Q4 		$1.31M Sell
28,345
-431
-1% -$22.1K 1.05% 41
2018
Q3 		$1.51M Sell
28,776
-170
-0.6% -$9.71K 1.06% 40
2018
Q2 		$1.6M Sell
28,946
-254
-0.9% -$13.6K 1.23% 37
2018
Q1 		$1.53M Sell
29,200
-270
-0.9% -$16K 1.18% 38
2017
Q4 		$1.79M Buy
29,470
+1,291
+5% +$72.9K 1.39% 35
2017
Q3 		$1.55M Buy
28,179
+1,117
+4% +$59.4K 1.37% 39
2017
Q2 		$1.5M Buy
27,062
+11
+0% +$589 1.44% 27
2017
Q1 		$1.5M Sell
27,051
-1,389
-5% -$78.8K 1.42% 27
2016
Q4 		$1.57M Buy
28,440
+17,182
+153% +$864K 1.29% 27
2016
Q3 		$18.9K Sell
11,258
-2,611
-19% -$125K 0.98% 37
2016
Q2 		$656K Sell
13,869
-38,834
-74% -$1.89M 0.57% 62
2016
Q1 		$2.55M Sell
52,703
-54,865
-51% -$2.69M 2.39% 10
2015
Q4 		$5.85M Buy
107,568
+50,104
+87% +$2.72M 5.17% 2
2015
Q3 		$2.95M Buy
57,464
+25
+0% +$1.38K 2.57% 9
2015
Q2 		$3.23M Sell
57,439
-1,290
-2% -$71.9K 2.6% 6
2015
Q1 		$3.22M Sell
58,729
-330
-0.6% -$17.8K 2.67% 9
2014
Q4 		$3.24M Buy
+59,059
New +$3.13M 2.61% 9

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Hedeker Wealth's WFC Position: Q3 2020 in Review

Hedeker Wealth sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 25,847 shares — an estimated $661K sold.

Hedeker Wealth first reported a position in WFC in Q4 2014 and held it in 23 quarters. The position peaked at $5.85M in Q4 2015. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Hedeker Wealth reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Hedeker Wealth sold 25,847 Wells Fargo shares in Q3 2020, an estimated $661K.
  • Hedeker Wealth first reported a position in Wells Fargo in Q4 2014 and held it in 23 quarters.
  • Hedeker Wealth's Wells Fargo position peaked at $5.85M in Q4 2015.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Hedeker Wealth's 13F filing for Q3 2020, filed 26 Oct 2020.