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
2014 Q4	–	Sell	-10	Closed	-$1K	–	177
2014 Q3	$1K	Buy	+10	New	+$514	﹤0.01%	169

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

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.