JSF Financial’s Wells Fargo WFC Stock Holding History

JSF Financial’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 Q2	–	Sell	-4,846	Closed	-$234K	–	67
2019 Q1	$234K	Sell	4,846 -428	-8%	-$21.1K	0.26%	51
2018 Q4	$243K	Buy	+5,274	New	+$270K	0.25%	49

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JSF Financial's WFC Position: Q2 2019 in Review

JSF Financial sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 4,846 shares — an estimated $234K sold.

JSF Financial first reported a position in WFC in Q4 2018 and held it in 2 quarters. The position peaked at $243K in Q4 2018. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

JSF Financial reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
JSF Financial sold 4,846 Wells Fargo shares in Q2 2019, an estimated $234K.
JSF Financial first reported a position in Wells Fargo in Q4 2018 and held it in 2 quarters.
JSF Financial's Wells Fargo position peaked at $243K in Q4 2018.
1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on JSF Financial's 13F filing for Q2 2019, filed 27 Feb 2020.