MFG
WFC icon

Menard Financial Group’s Wells Fargo WFC Stock Holding History

Menard 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
Q4 		– Sell
-14,613
Closed -$344K – 157
2020
Q3 		$344K Sell
14,613
-3,607
-20% -$88.9K 0.4% 69
2020
Q2 		$466K Buy
+18,220
New +$499K 0.58% 37
2020
Q1 		– Sell
-12,900
Closed -$694K – 119
2019
Q4 		$694K Buy
+12,900
New +$676K 0.67% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Menard Financial Group's WFC Position: Q4 2020 in Review

Menard Financial Group sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 14,613 shares — an estimated $344K sold.

Menard Financial Group first reported a position in WFC in Q4 2019 and held it in 3 quarters. The position peaked at $694K in Q4 2019. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Menard Financial Group reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Menard Financial Group sold 14,613 Wells Fargo shares in Q4 2020, an estimated $344K.
  • Menard Financial Group first reported a position in Wells Fargo in Q4 2019 and held it in 3 quarters.
  • Menard Financial Group's Wells Fargo position peaked at $694K in Q4 2019.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

Based on Menard Financial Group's 13F filing for Q4 2020, filed 9 Feb 2021.