Horan Capital Advisors’s Wells Fargo WFC Stock Holding History

Horan Capital 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	-569	Closed	-$13K	–	283
2020 Q3	$13K	Buy	+569	New	+$14K	0.01%	238
2020 Q1	–	Sell	-495	Closed	-$27K	–	257
2019 Q4	$27K	Hold	495	–	–	0.02%	183
2019 Q3	$25K	Buy	+495	New	+$23.3K	0.02%	189
2019 Q2	–	Sell	-555	Closed	-$27K	–	243
2019 Q1	$27K	Buy	+555	New	+$27.3K	0.02%	172
2017 Q4	–	Sell	-955	Closed	-$53K	–	275
2017 Q3	$53K	Buy	+955	New	+$50.8K	0.03%	145

Other funds holding WFC

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Horan Capital Advisors's WFC Position: Q4 2020 in Review

Horan Capital Advisors sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 569 shares — an estimated $13K sold.

Horan Capital Advisors first reported a position in WFC in Q3 2017 and held it in 5 quarters. The position peaked at $53K in Q3 2017. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

Horan Capital Advisors reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
Horan Capital Advisors sold 569 Wells Fargo shares in Q4 2020, an estimated $13K.
Horan Capital Advisors first reported a position in Wells Fargo in Q3 2017 and held it in 5 quarters.
Horan Capital Advisors's Wells Fargo position peaked at $53K in Q3 2017.
1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Horan Capital Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.