INR Advisory Services’s Wells Fargo WFC Stock Holding History

INR Advisory Services’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
2019 Q1	–	Sell	-203	Closed	-$9K	–	79
2018 Q4	$9K	Buy	+203	New	+$10.4K	﹤0.01%	50
2018 Q3	–	Sell	-57	Closed	-$3K	–	103
2018 Q2	$3K	Buy	+57	New	+$3.05K	﹤0.01%	73
2017 Q3	–	Sell	-30	Closed	-$2K	–	95
2017 Q2	$2K	Buy	+30	New	+$1.61K	﹤0.01%	92

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

INR Advisory Services's WFC Position: Q1 2019 in Review

INR Advisory Services sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 203 shares — an estimated $9K sold.

INR Advisory Services first reported a position in WFC in Q2 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2018. 2,016 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

INR Advisory Services reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
INR Advisory Services sold 203 Wells Fargo shares in Q1 2019, an estimated $9K.
INR Advisory Services first reported a position in Wells Fargo in Q2 2017 and held it in 3 quarters.
INR Advisory Services's Wells Fargo position peaked at $9K in Q4 2018.
2,016 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on INR Advisory Services's 13F filing for Q1 2019, filed 22 Apr 2019.