LifePlan Financial Group’s Wells Fargo WFC Stock Holding History

LifePlan Financial Group’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	$54K	Hold	2,295	–	–	0.02%	240
2020 Q2	$59K	Hold	2,295	–	–	0.03%	228
2020 Q1	$66K	Hold	2,295	–	–	0.04%	203
2019 Q4	$123K	Hold	2,295	–	–	0.05%	168
2019 Q3	$116K	Hold	2,295	–	–	0.05%	167
2019 Q2	$109K	Hold	2,295	–	–	0.05%	170
2019 Q1	$111K	Hold	2,295	–	–	0.06%	174
2018 Q4	$106K	Sell	2,295 -97	-4%	-$4.97K	0.07%	169
2018 Q3	$126K	Hold	2,392	–	–	0.07%	160
2018 Q2	$133K	Sell	2,392 -20	-0.8%	-$1.07K	0.07%	152
2018 Q1	$126K	Buy	+2,412	New	+$143K	0.07%	145
2014 Q2	–	Sell	-2,259	Closed	-$112K	–	222
2014 Q1	$112K	Hold	2,259	–	–	0.09%	81
2013 Q4	$103K	Hold	2,259	–	–	0.07%	82
2013 Q3	$93K	Hold	2,259	–	–	0.08%	72
2013 Q2	$93K	Buy	+2,259	New	+$88K	0.1%	56

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

LifePlan Financial Group's WFC Position: Q3 2020 in Review

LifePlan Financial Group held its Wells Fargo (WFC) position steady in Q3 2020 at 2,295 shares worth $54K. The position accounts for 0.02% of the portfolio, ranked #240.

LifePlan Financial Group first reported a position in WFC in Q2 2013 and has held it in 15 quarters since. The position peaked at $133K in Q2 2018. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

LifePlan Financial Group held 2,295 shares of Wells Fargo worth $54K as of Q3 2020.
LifePlan Financial Group left its Wells Fargo share count unchanged in Q3 2020.
Wells Fargo made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #240 holding.
LifePlan Financial Group first reported a position in Wells Fargo in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Wells Fargo position peaked at $133K in Q2 2018.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.