Kavar Capital Partners Group’s Wells Fargo WFC Stock Holding History

Kavar Capital Partners Group’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	–	Sell	-4,360	Closed	-$235K	–	136
2019 Q4	$235K	Hold	4,360	–	–	0.09%	120
2019 Q3	$220K	Sell	4,360 -175	-4%	-$8.24K	0.09%	125
2019 Q2	$215K	Buy	+4,535	New	+$212K	0.08%	118
2018 Q3	–	Sell	-3,270	Closed	-$181K	–	385
2018 Q2	$181K	Sell	3,270 -457	-12%	-$24.5K	0.09%	113
2018 Q1	$195K	Buy	+3,727	New	+$221K	0.1%	104
2016 Q1	–	Sell	-2,799	Closed	-$152K	–	397
2015 Q4	$152K	Buy	2,799 +4	+0.1%	+$217	0.1%	115
2015 Q3	$143K	Buy	2,795 +152	+6%	+$8.36K	0.1%	117
2015 Q2	$148K	Buy	+2,643	New	+$147K	0.1%	130
2014 Q2	–	Sell	-2,554	Closed	-$127K	–	447
2014 Q1	$127K	Buy	2,554 +2	+0.1%	+$93	0.11%	145
2013 Q4	$115K	Buy	+2,552	New	+$110K	0.1%	143

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

Kavar Capital Partners Group's WFC Position: Q1 2020 in Review

Kavar Capital Partners Group sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,360 shares — an estimated $235K sold.

Kavar Capital Partners Group first reported a position in WFC in Q4 2013 and held it in 10 quarters. The position peaked at $235K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Kavar Capital Partners Group reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Kavar Capital Partners Group sold 4,360 Wells Fargo shares in Q1 2020, an estimated $235K.
Kavar Capital Partners Group first reported a position in Wells Fargo in Q4 2013 and held it in 10 quarters.
Kavar Capital Partners Group's Wells Fargo position peaked at $235K in Q4 2019.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Kavar Capital Partners Group's 13F filing for Q1 2020, filed 20 Apr 2020.