Kaizen Advisory’s Wells Fargo WFC Stock Holding History

Kaizen Advisory’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 Q4	$545K	Buy	11,833 +1,219	+11%	+$62.4K	0.38%	114
2018 Q3	$558K	Hold	10,614	–	–	0.29%	120
2018 Q2	$588K	Buy	10,614 +6,311	+147%	+$338K	0.3%	112
2018 Q1	$226K	Hold	4,303	–	–	0.22%	91
2017 Q4	$261K	Buy	+4,303	New	+$243K	0.16%	110

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Kaizen Advisory's WFC Position: Q4 2018 in Review

Kaizen Advisory increased its Wells Fargo (WFC) stake by 11% in Q4 2018, buying an estimated $62.4K and bringing the position to 11,833 shares worth $545K. The position accounts for 0.38% of the portfolio, ranked #114.

Kaizen Advisory first reported a position in WFC in Q4 2017 and has held it in 5 quarters since. The position peaked at $588K in Q2 2018. 2,006 funds tracked by Wall St. Rank hold WFC as of Q4 2018.

Kaizen Advisory held 11,833 shares of Wells Fargo worth $545K as of Q4 2018.
Kaizen Advisory bought 1,219 Wells Fargo shares in Q4 2018, an estimated $62.4K.
Wells Fargo made up 0.38% of Kaizen Advisory's portfolio in Q4 2018, its #114 holding.
Kaizen Advisory first reported a position in Wells Fargo in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Wells Fargo position peaked at $588K in Q2 2018.
2,006 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.