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Lehman & Derafelo Financial Resources’s Wells Fargo WFC Stock Holding History

Lehman & Derafelo Financial Resources’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
-6,070
Closed -$327K – 215
2019
Q4 		$327K Buy
6,070
+330
+6% +$17.3K 0.12% 76
2019
Q3 		$290K Sell
5,740
-3,200
-36% -$151K 0.11% 78
2019
Q2 		$427K Buy
8,940
+3,000
+51% +$140K 0.17% 58
2019
Q1 		$287K Hold
5,940
– – 0.12% 74
2018
Q4 		$274K Buy
+5,940
New +$304K 0.14% 68

Other funds holding WFC

Berkshire Hathaway
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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

Lehman & Derafelo Financial Resources's WFC Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 6,070 shares — an estimated $327K sold.

Lehman & Derafelo Financial Resources first reported a position in WFC in Q4 2018 and held it in 5 quarters. The position peaked at $427K in Q2 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 6,070 Wells Fargo shares in Q1 2020, an estimated $327K.
  • Lehman & Derafelo Financial Resources first reported a position in Wells Fargo in Q4 2018 and held it in 5 quarters.
  • Lehman & Derafelo Financial Resources's Wells Fargo position peaked at $427K in Q2 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.