JOYN Advisors’s Wells Fargo WFC Stock Holding History

JOYN 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
2020 Q1	$458K	Buy	15,956 +8,454	+113%	+$359K	0.15%	53
2019 Q4	$404K	Buy	7,502 +114	+2%	+$5.97K	0.09%	60
2019 Q3	$373K	Sell	7,388 -13,404	-64%	-$631K	0.08%	64
2019 Q2	$959K	Buy	20,792 +14,037	+208%	+$656K	0.22%	33
2019 Q1	$326K	Sell	6,755 -13,512	-67%	-$665K	0.08%	67
2018 Q4	$934K	Sell	20,267 -5,097	-20%	-$261K	0.21%	32
2018 Q3	$1.33M	Buy	25,364 +244	+1%	+$13.9K	0.25%	26
2018 Q2	$1.39M	Buy	25,120 +21,912	+683%	+$1.17M	0.3%	23
2018 Q1	$168K	Sell	3,208 -16,032	-83%	-$952K	0.04%	150
2017 Q4	$1.17M	Buy	+19,240	New	+$1.09M	0.25%	29

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

JOYN Advisors's WFC Position: Q1 2020 in Review

JOYN Advisors increased its Wells Fargo (WFC) stake by 113% in Q1 2020, buying an estimated $359K and bringing the position to 15,956 shares worth $458K. The position accounts for 0.15% of the portfolio, ranked #53.

JOYN Advisors first reported a position in WFC in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.39M in Q2 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

JOYN Advisors held 15,956 shares of Wells Fargo worth $458K as of Q1 2020.
JOYN Advisors bought 8,454 Wells Fargo shares in Q1 2020, an estimated $359K.
Wells Fargo made up 0.15% of JOYN Advisors's portfolio in Q1 2020, its #53 holding.
JOYN Advisors first reported a position in Wells Fargo in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's Wells Fargo position peaked at $1.39M in Q2 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.