KCS Wealth Advisory’s Wells Fargo WFC Stock Holding History

KCS Wealth 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
2020 Q4	–	Sell	-10,120	Closed	-$238K	–	153
2020 Q3	$238K	Sell	10,120 -826	-8%	-$20.4K	0.19%	124
2020 Q2	$280K	Sell	10,946 -2,580	-19%	-$70.6K	0.23%	120
2020 Q1	$388K	Sell	13,526 -7,068	-34%	-$300K	0.39%	100
2019 Q4	$1.11M	Sell	20,594 -211	-1%	-$11.1K	0.83%	50
2019 Q3	$1.05M	Buy	20,805 +2,771	+15%	+$131K	0.73%	47
2019 Q2	$853K	Buy	18,034 +2,198	+14%	+$103K	0.67%	64
2019 Q1	$765K	Buy	15,836 +1,536	+11%	+$75.5K	0.67%	71
2018 Q4	$659K	Sell	14,300 -293	-2%	-$15K	0.69%	65
2018 Q3	$767K	Buy	14,593 +1,064	+8%	+$60.8K	0.71%	56
2018 Q2	$750K	Buy	13,529 +1,016	+8%	+$54.4K	0.7%	55
2018 Q1	$656K	Buy	12,513 +3,400	+37%	+$202K	0.6%	65
2017 Q4	$553K	Buy	+9,113	New	+$515K	0.53%	76

Other funds holding WFC

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

KCS Wealth Advisory's WFC Position: Q4 2020 in Review

KCS Wealth Advisory sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 10,120 shares — an estimated $238K sold.

KCS Wealth Advisory first reported a position in WFC in Q4 2017 and held it in 12 quarters. The position peaked at $1.11M in Q4 2019. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

KCS Wealth Advisory reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
KCS Wealth Advisory sold 10,120 Wells Fargo shares in Q4 2020, an estimated $238K.
KCS Wealth Advisory first reported a position in Wells Fargo in Q4 2017 and held it in 12 quarters.
KCS Wealth Advisory's Wells Fargo position peaked at $1.11M in Q4 2019.
1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on KCS Wealth Advisory's 13F filing for Q4 2020, filed 28 Jan 2021.