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Marietta Wealth Management’s Wells Fargo WFC Stock Holding History

Marietta 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
2017
Q3 		– Sell
-4,296
Closed -$238K – 121
2017
Q2 		$238K Sell
4,296
-168
-4% -$9K 0.14% 109
2017
Q1 		$248K Buy
4,464
+113
+3% +$6.41K 0.16% 106
2016
Q4 		$240K Buy
+4,351
New +$219K 0.19% 110

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marietta Wealth Management's WFC Position: Q3 2017 in Review

Marietta Wealth Management sold out of Wells Fargo (WFC) in Q3 2017, closing a stake of 4,296 shares — an estimated $238K sold.

Marietta Wealth Management first reported a position in WFC in Q4 2016 and held it in 3 quarters. The position peaked at $248K in Q1 2017. 1,865 funds tracked by Wall St. Rank hold WFC as of Q3 2017.

  • Marietta Wealth Management reported no remaining Wells Fargo position as of Q3 2017 after selling out during the quarter.
  • Marietta Wealth Management sold 4,296 Wells Fargo shares in Q3 2017, an estimated $238K.
  • Marietta Wealth Management first reported a position in Wells Fargo in Q4 2016 and held it in 3 quarters.
  • Marietta Wealth Management's Wells Fargo position peaked at $248K in Q1 2017.
  • 1,865 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2017.

Based on Marietta Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.