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Lighthouse Financial Advisors’s Wells Fargo WFC Stock Holding History

Lighthouse Financial Advisors’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
-58
Closed -$3K – 276
2019
Q4 		$3K Buy
+58
New +$3.04K ﹤0.01% 237

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
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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
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Franklin Resources
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Lighthouse Financial Advisors's WFC Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 58 shares — an estimated $3K sold.

Lighthouse Financial Advisors first reported a position in WFC in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 58 Wells Fargo shares in Q1 2020, an estimated $3K.
  • Lighthouse Financial Advisors first reported a position in Wells Fargo in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Wells Fargo position peaked at $3K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.