Keystone Financial Planning’s Wells Fargo WFC Stock Holding History

Keystone Financial Planning’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 Q3	–	Sell	-210,022	Closed	-$5.38M	–	46
2020 Q2	$5.38M	Buy	210,022 +6,627	+3%	+$181K	2.65%	21
2020 Q1	$5.84M	Buy	203,395 +88,392	+77%	+$3.76M	3.34%	14
2019 Q4	$6.19M	Buy	115,003 +448	+0.4%	+$23.5K	2.76%	17
2019 Q3	$5.78M	Buy	114,555 +2,967	+3%	+$140K	2.76%	18
2019 Q2	$5.28M	Buy	+111,588	New	+$5.22M	2.58%	18
2017 Q3	–	Sell	-6,755	Closed	-$374K	–	47
2017 Q2	$374K	Hold	6,755	–	–	0.23%	43
2017 Q1	$376K	Buy	6,755 +39	+0.6%	+$2.21K	0.23%	42
2016 Q4	$370K	Sell	6,716 -82	-1%	-$4.12K	0.24%	41
2016 Q3	$301K	Hold	6,798	–	–	0.2%	42
2016 Q2	$322K	Buy	+6,798	New	+$331K	0.22%	40
2014 Q1	–	Sell	-1,000	Closed	-$45K	–	87
2013 Q4	$45K	Buy	+1,000	New	+$43.2K	0.04%	60

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Keystone Financial Planning's WFC Position: Q3 2020 in Review

Keystone Financial Planning sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 210,022 shares — an estimated $5.38M sold.

Keystone Financial Planning first reported a position in WFC in Q4 2013 and held it in 11 quarters. The position peaked at $6.19M in Q4 2019. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Keystone Financial Planning reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Keystone Financial Planning sold 210,022 Wells Fargo shares in Q3 2020, an estimated $5.38M.
Keystone Financial Planning first reported a position in Wells Fargo in Q4 2013 and held it in 11 quarters.
Keystone Financial Planning's Wells Fargo position peaked at $6.19M in Q4 2019.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Keystone Financial Planning's 13F filing for Q3 2020, filed 5 Nov 2020.