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Inspirion Wealth Advisors’s Wells Fargo WFC Stock Holding History

Inspirion Wealth 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
2018
Q1 		– Sell
-3,560
Closed -$216K – 77
2017
Q4 		$216K Buy
+3,560
New +$201K 0.1% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Inspirion Wealth Advisors's WFC Position: Q1 2018 in Review

Inspirion Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 3,560 shares — an estimated $216K sold.

Inspirion Wealth Advisors first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $216K in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Inspirion Wealth Advisors reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 3,560 Wells Fargo shares in Q1 2018, an estimated $216K.
  • Inspirion Wealth Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Inspirion Wealth Advisors's Wells Fargo position peaked at $216K in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Inspirion Wealth Advisors's 13F filing for Q1 2018, filed 18 Apr 2018.