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Huber Financial Advisors’s Wells Fargo WFC Stock Holding History

Huber Financial 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
Q1 		– Sell
-5,384
Closed -$290K – 127
2019
Q4 		$290K Hold
5,384
– – 0.1% 98
2019
Q3 		$272K Hold
5,384
– – 0.11% 98
2019
Q2 		$255K Hold
5,384
– – 0.11% 103
2019
Q1 		$260K Sell
5,384
-272
-5% -$13.4K 0.13% 98
2018
Q4 		$261K Buy
5,656
+272
+5% +$13.9K 0.14% 82
2018
Q3 		$283K Hold
5,384
– – 0.22% 77
2018
Q2 		$298K Hold
5,384
– – 0.27% 73
2018
Q1 		$282K Sell
5,384
-628
-10% -$37.3K 0.28% 70
2017
Q4 		$365K Buy
+6,012
New +$340K 0.4% 48

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

Huber Financial Advisors's WFC Position: Q1 2020 in Review

Huber Financial Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,384 shares — an estimated $290K sold.

Huber Financial Advisors first reported a position in WFC in Q4 2017 and held it in 9 quarters. The position peaked at $365K in Q4 2017. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Huber Financial Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Huber Financial Advisors sold 5,384 Wells Fargo shares in Q1 2020, an estimated $290K.
  • Huber Financial Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 9 quarters.
  • Huber Financial Advisors's Wells Fargo position peaked at $365K in Q4 2017.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.