Karp Capital Management’s Wells Fargo WFC Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-40	Closed	-$2K	–	375
2018 Q4	$2K	Buy	+40	New	+$2.05K	﹤0.01%	349
2016 Q2	–	Sell	-37,842	Closed	-$1.83M	–	90
2016 Q1	$1.83M	Sell	37,842 -11,040	-23%	-$541K	1.26%	40
2015 Q4	$2.66M	Buy	48,882 +44,985	+1,154%	+$2.44M	1.54%	28
2015 Q3	$200K	Buy	3,897 +850	+28%	+$46.7K	0.14%	91
2015 Q2	$171K	Buy	3,047 +300	+11%	+$16.7K	0.12%	101
2015 Q1	$149K	Sell	2,747 -195	-7%	-$10.5K	0.1%	111
2014 Q4	$161K	Buy	+2,942	New	+$156K	0.12%	114

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

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

Karp Capital Management's WFC Position: Q1 2019 in Review

Karp Capital Management sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 40 shares — an estimated $2K sold.

Karp Capital Management first reported a position in WFC in Q4 2014 and held it in 7 quarters. The position peaked at $2.66M in Q4 2015. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

Karp Capital Management reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
Karp Capital Management sold 40 Wells Fargo shares in Q1 2019, an estimated $2K.
Karp Capital Management first reported a position in Wells Fargo in Q4 2014 and held it in 7 quarters.
Karp Capital Management's Wells Fargo position peaked at $2.66M in Q4 2015.
2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Karp Capital Management's 13F filing for Q1 2019, filed 7 May 2019.