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Kelman-Lazarov Inc’s Wells Fargo WFC Stock Holding History

Kelman-Lazarov Inc’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
-9,126
Closed -$491K – 97
2019
Q4 		$491K Sell
9,126
-235
-3% -$12.3K 0.22% 54
2019
Q3 		$472K Sell
9,361
-1,804
-16% -$85K 0.23% 56
2019
Q2 		$528K Sell
11,165
-10,886
-49% -$509K 0.27% 54
2019
Q1 		$1.07M Sell
22,051
-12,479
-36% -$614K 0.56% 34
2018
Q4 		$1.59M Sell
34,530
-9,831
-22% -$504K 0.99% 24
2018
Q3 		$2.33M Sell
44,361
-9,189
-17% -$525K 1.36% 21
2018
Q2 		$2.97M Sell
53,550
-2,916
-5% -$156K 1.59% 18
2018
Q1 		$2.96M Sell
56,466
-4,745
-8% -$282K 1.59% 17
2017
Q4 		$3.71M Sell
61,211
-100
-0.2% -$5.65K 1.9% 13
2017
Q3 		$3.38M Sell
61,311
-2,861
-4% -$152K 1.78% 14
2017
Q2 		$3.56M Buy
64,172
+3,612
+6% +$194K 1.95% 11
2017
Q1 		$3.37M Buy
60,560
+570
+1% +$32.3K 2.17% 11
2016
Q4 		$3.31M Buy
59,990
+1,731
+3% +$87K 1.86% 12
2016
Q3 		$2.55M Buy
58,259
+1,165
+2% +$55.7K 1.44% 23
2016
Q2 		$2.69M Buy
57,094
+214
+0.4% +$10.4K 1.53% 18
2016
Q1 		$2.76M Buy
+56,880
New +$2.78M 1.61% 18

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kelman-Lazarov Inc's WFC Position: Q1 2020 in Review

Kelman-Lazarov Inc sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 9,126 shares — an estimated $491K sold.

Kelman-Lazarov Inc first reported a position in WFC in Q1 2016 and held it in 16 quarters. The position peaked at $3.71M in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Kelman-Lazarov Inc reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 9,126 Wells Fargo shares in Q1 2020, an estimated $491K.
  • Kelman-Lazarov Inc first reported a position in Wells Fargo in Q1 2016 and held it in 16 quarters.
  • Kelman-Lazarov Inc's Wells Fargo position peaked at $3.71M in Q4 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2020, filed 27 Apr 2020.