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Insight 2811 Inc’s Wells Fargo WFC Stock Holding History

Insight 2811 Inc’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
-8,858
Closed -$477K – 97
2019
Q4 		$477K Sell
8,858
-1,046
-11% -$54.8K 0.31% 44
2019
Q3 		$500K Buy
9,904
+60
+0.6% +$2.83K 0.35% 44
2019
Q2 		$469K Buy
9,844
+587
+6% +$27.5K 0.34% 51
2019
Q1 		$447K Buy
9,257
+566
+7% +$27.8K 0.34% 49
2018
Q4 		$400K Sell
8,691
-285
-3% -$14.6K 0.34% 53
2018
Q3 		$472K Buy
8,976
+795
+10% +$45.4K 0.32% 58
2018
Q2 		$454K Buy
8,181
+88
+1% +$4.71K 0.31% 51
2018
Q1 		$424K Buy
8,093
+490
+6% +$29.1K 0.3% 50
2017
Q4 		$461K Sell
7,603
-241
-3% -$13.6K 0.34% 51
2017
Q3 		$433K Buy
7,844
+689
+10% +$36.6K 0.32% 50
2017
Q2 		$396K Buy
7,155
+378
+6% +$20.3K 0.3% 54
2017
Q1 		$377K Buy
6,777
+551
+9% +$31.3K 0.29% 54
2016
Q4 		$343K Buy
6,226
+546
+10% +$27.5K 0.28% 51
2016
Q3 		$252K Sell
5,680
-1,180
-17% -$56.5K 0.16% 76
2016
Q2 		$325K Hold
6,860
– – 0.13% 94
2016
Q1 		$332K Hold
6,860
– – 0.13% 92
2015
Q4 		$373K Buy
6,860
+2,600
+61% +$141K 0.18% 80
2015
Q3 		$219K Hold
4,260
– – 0.13% 93
2015
Q2 		$240K Hold
4,260
– – 0.11% 100
2015
Q1 		$232K Hold
4,260
– – 0.11% 103
2014
Q4 		$234K Hold
4,260
– – 0.11% 95
2014
Q3 		$221K Hold
4,260
– – 0.09% 109
2014
Q2 		$224K Hold
4,260
– – 0.09% 107
2014
Q1 		$212K Buy
+4,260
New +$198K 0.09% 109

Other funds holding WFC

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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

Insight 2811 Inc's WFC Position: Q1 2020 in Review

Insight 2811 Inc sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 8,858 shares — an estimated $477K sold.

Insight 2811 Inc first reported a position in WFC in Q1 2014 and held it in 24 quarters. The position peaked at $500K in Q3 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Insight 2811 Inc reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 8,858 Wells Fargo shares in Q1 2020, an estimated $477K.
  • Insight 2811 Inc first reported a position in Wells Fargo in Q1 2014 and held it in 24 quarters.
  • Insight 2811 Inc's Wells Fargo position peaked at $500K in Q3 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Insight 2811 Inc's 13F filing for Q1 2020, filed 5 May 2020.