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Inlet Private Wealth’s Wells Fargo WFC Stock Holding History

Inlet Private 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
-13,263
Closed -$340K – 132
2020
Q2 		$340K Hold
13,263
– – 0.14% 104
2020
Q1 		$381K Hold
13,263
– – 0.18% 92
2019
Q4 		$714K Sell
13,263
-256
-2% -$13.4K 0.24% 85
2019
Q3 		$682K Sell
13,519
-16,678
-55% -$786K 0.25% 83
2019
Q2 		$1.43M Buy
30,197
+907
+3% +$42.4K 0.51% 58
2019
Q1 		$1.42M Buy
29,290
+5,800
+25% +$285K 0.57% 57
2018
Q4 		$1.08M Buy
+23,490
New +$1.2M 0.58% 48

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

Inlet Private Wealth's WFC Position: Q3 2020 in Review

Inlet Private Wealth sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 13,263 shares — an estimated $340K sold.

Inlet Private Wealth first reported a position in WFC in Q4 2018 and held it in 7 quarters. The position peaked at $1.43M in Q2 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Inlet Private Wealth reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
  • Inlet Private Wealth sold 13,263 Wells Fargo shares in Q3 2020, an estimated $340K.
  • Inlet Private Wealth first reported a position in Wells Fargo in Q4 2018 and held it in 7 quarters.
  • Inlet Private Wealth's Wells Fargo position peaked at $1.43M in Q2 2019.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Inlet Private Wealth's 13F filing for Q3 2020, filed 16 Oct 2020.