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Lau Associates’s Wells Fargo WFC Stock Holding History

Lau Associates’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
Q4 		$356K Sell
6,612
-168
-2% -$8.8K 0.18% 74
2019
Q3 		$342K Buy
6,780
+393
+6% +$18.5K 0.18% 74
2019
Q2 		$302K Hold
6,387
– – 0.14% 78
2019
Q1 		$309K Sell
6,387
-14,561
-70% -$716K 0.16% 76
2018
Q4 		$965K Buy
20,948
+12,557
+150% +$643K 0.54% 49
2018
Q3 		$441K Buy
+8,391
New +$479K 0.25% 64

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Lau Associates's WFC Position: Q4 2019 in Review

Lau Associates reduced its Wells Fargo (WFC) stake by 2.5% in Q4 2019, selling an estimated $8.8K and leaving 6,612 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #74.

Lau Associates first reported a position in WFC in Q3 2018 and has held it in 6 quarters since. The position peaked at $965K in Q4 2018. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

  • Lau Associates held 6,612 shares of Wells Fargo worth $356K as of Q4 2019.
  • Lau Associates sold 168 Wells Fargo shares in Q4 2019, an estimated $8.8K.
  • Wells Fargo made up 0.18% of Lau Associates's portfolio in Q4 2019, its #74 holding.
  • Lau Associates first reported a position in Wells Fargo in Q3 2018 and has held it in 6 quarters since.
  • Lau Associates's Wells Fargo position peaked at $965K in Q4 2018.
  • 2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Lau Associates's 13F filing for Q4 2019, filed 5 Feb 2020.