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Howard Wealth Management’s Wells Fargo WFC Stock Holding History

Howard 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
-668
Closed -$35K – 502
2019
Q4 		$35K Buy
+668
New +$35K 0.03% 230

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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

Howard Wealth Management's WFC Position: Q1 2020 in Review

Howard Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 668 shares — an estimated $35K sold.

Howard Wealth Management first reported a position in WFC in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Howard Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 668 Wells Fargo shares in Q1 2020, an estimated $35K.
  • Howard Wealth Management first reported a position in Wells Fargo in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Wells Fargo position peaked at $35K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.