Independence Advisors’s Wells Fargo WFC Stock Holding History

Independence 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	-5,004	Closed	-$269K	–	167
2019 Q4	$269K	Hold	5,004	–	–	0.07%	77
2019 Q3	$252K	Sell	5,004 -143	-3%	-$6.74K	0.06%	82
2019 Q2	$244K	Sell	5,147 -1,274	-20%	-$59.6K	0.06%	84
2019 Q1	$310K	Buy	6,421 +172	+3%	+$8.46K	0.09%	66
2018 Q4	$288K	Sell	6,249 -173	-3%	-$8.86K	0.1%	61
2018 Q3	$338K	Buy	6,422 +1,698	+36%	+$97K	0.1%	56
2018 Q2	$262K	Hold	4,724	–	–	0.08%	65
2018 Q1	$248K	Hold	4,724	–	–	0.08%	64
2017 Q4	$287K	Sell	4,724 -588	-11%	-$33.2K	0.1%	61
2017 Q3	$293K	Sell	5,312 -51	-1%	-$2.71K	0.12%	52
2017 Q2	$297K	Hold	5,363	–	–	0.12%	53
2017 Q1	$299K	Buy	5,363 +10	+0.2%	+$567	0.13%	53
2016 Q4	$295K	Sell	5,353 -60	-1%	-$3.02K	0.13%	51
2016 Q3	$240K	Buy	+5,413	New	+$259K	0.11%	61

Other funds holding WFC

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Independence Advisors's WFC Position: Q1 2020 in Review

Independence Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,004 shares — an estimated $269K sold.

Independence Advisors first reported a position in WFC in Q3 2016 and held it in 14 quarters. The position peaked at $338K in Q3 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Independence Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Independence Advisors sold 5,004 Wells Fargo shares in Q1 2020, an estimated $269K.
Independence Advisors first reported a position in Wells Fargo in Q3 2016 and held it in 14 quarters.
Independence Advisors's Wells Fargo position peaked at $338K in Q3 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Independence Advisors's 13F filing for Q1 2020, filed 8 May 2020.