Lucia Wealth Services’s Wells Fargo WFC Stock Holding History

Lucia Wealth Services’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	–	Sell	-4,784	Closed	-$122K	–	185
2020 Q2	$122K	Hold	4,784	–	–	0.03%	136
2020 Q1	$137K	Buy	4,784 +4,680	+4,500%	+$199K	0.05%	140
2019 Q4	$6K	Hold	104	–	–	﹤0.01%	181
2019 Q3	$5K	Sell	104 -1,000	-91%	-$47.1K	﹤0.01%	162
2019 Q2	$52K	Hold	1,104	–	–	0.02%	144
2019 Q1	$53K	Hold	1,104	–	–	0.02%	160
2018 Q4	$51K	Hold	1,104	–	–	0.02%	142
2018 Q3	$58K	Sell	1,104 -28	-2%	-$1.6K	0.02%	185
2018 Q2	$63K	Hold	1,132	–	–	0.03%	153
2018 Q1	$59K	Buy	+1,132	New	+$67.2K	0.02%	141

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

Lucia Wealth Services's WFC Position: Q3 2020 in Review

Lucia Wealth Services sold out of Wells Fargo (WFC) in Q3 2020, closing a stake of 4,784 shares — an estimated $122K sold.

Lucia Wealth Services first reported a position in WFC in Q1 2018 and held it in 10 quarters. The position peaked at $137K in Q1 2020. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Lucia Wealth Services reported no remaining Wells Fargo position as of Q3 2020 after selling out during the quarter.
Lucia Wealth Services sold 4,784 Wells Fargo shares in Q3 2020, an estimated $122K.
Lucia Wealth Services first reported a position in Wells Fargo in Q1 2018 and held it in 10 quarters.
Lucia Wealth Services's Wells Fargo position peaked at $137K in Q1 2020.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.