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Lenox Wealth Management’s Wells Fargo WFC Stock Holding History

Lenox Wealth Management’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
Q2 		$16K Sell
634
-287
-31% -$7.85K ﹤0.01% 374
2020
Q1 		$26K Sell
921
-700
-43% -$29.8K 0.01% 306
2019
Q4 		$87K Buy
1,621
+275
+20% +$14.4K 0.02% 233
2019
Q3 		$67K Buy
1,346
+40
+3% +$1.88K 0.02% 241
2019
Q2 		$61K Sell
1,306
-358
-22% -$16.7K 0.02% 232
2019
Q1 		$80K Buy
1,664
+358
+27% +$17.6K 0.02% 203
2018
Q4 		$60K Sell
1,306
-112
-8% -$5.74K 0.02% 202
2018
Q3 		$75K Sell
1,418
-61
-4% -$3.48K 0.02% 213
2018
Q2 		$82K Buy
1,479
+80
+6% +$4.29K 0.03% 186
2018
Q1 		$73K Buy
1,399
+20
+1% +$1.19K 0.02% 184
2017
Q4 		$84K Hold
1,379
– – 0.03% 169
2017
Q3 		$76K Sell
1,379
-35
-2% -$1.86K 0.03% 185
2017
Q2 		$78K Sell
1,414
-253
-15% -$13.6K 0.03% 174
2017
Q1 		$93K Sell
1,667
-1,076
-39% -$61.1K 0.07% 61
2016
Q4 		$151K Sell
2,743
-404
-13% -$20.3K 0.11% 43
2016
Q3 		$149K Hold
3,147
– – 0.12% 42
2016
Q2 		$149K Sell
3,147
-191
-6% -$9.31K 0.11% 41
2016
Q1 		$161K Sell
3,338
-770
-19% -$37.7K 0.11% 43
2015
Q4 		$223K Sell
4,108
-1,454
-26% -$78.9K 0.17% 28
2015
Q3 		$286K Buy
5,562
+63
+1% +$3.46K 0.23% 16
2015
Q2 		$309K Sell
5,499
-398
-7% -$22.2K 0.23% 17
2015
Q1 		$321K Sell
5,897
-7,007
-54% -$379K 0.22% 15
2014
Q4 		$687K Buy
12,904
+6,381
+98% +$338K 0.45% 8
2014
Q3 		$338K Sell
6,523
-133
-2% -$6.84K 0.23% 13
2014
Q2 		$350K Sell
6,656
-1,290
-16% -$64.8K 0.24% 14
2014
Q1 		$395K Sell
7,946
-932
-10% -$43.4K 0.2% 17
2013
Q4 		$403K Buy
+8,878
New +$383K 0.27% 18

Other funds holding WFC

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Lenox Wealth Management's WFC Position: Q2 2020 in Review

Lenox Wealth Management reduced its Wells Fargo (WFC) stake by 31% in Q2 2020, selling an estimated $7.85K and leaving 634 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Lenox Wealth Management first reported a position in WFC in Q4 2013 and has held it in 27 quarters since. The position peaked at $687K in Q4 2014. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • Lenox Wealth Management held 634 shares of Wells Fargo worth $16K as of Q2 2020.
  • Lenox Wealth Management sold 287 Wells Fargo shares in Q2 2020, an estimated $7.85K.
  • Wells Fargo made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #374 holding.
  • Lenox Wealth Management first reported a position in Wells Fargo in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's Wells Fargo position peaked at $687K in Q4 2014.
  • 1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.