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Meridian Wealth Advisors’s Wells Fargo WFC Stock Holding History

Meridian Wealth 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
2019
Q1 		– Sell
-920
Closed -$42K – 397
2018
Q4 		$42K Buy
+920
New +$47.1K 0.03% 275

Other funds holding WFC

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Meridian Wealth Advisors's WFC Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 920 shares — an estimated $42K sold.

Meridian Wealth Advisors first reported a position in WFC in Q4 2018 and held it in 1 quarter. The position peaked at $42K in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 920 Wells Fargo shares in Q1 2019, an estimated $42K.
  • Meridian Wealth Advisors first reported a position in Wells Fargo in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Wells Fargo position peaked at $42K in Q4 2018.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.