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New England Investment & Retirement Group’s Wells Fargo WFC Stock Holding History

New England Investment & Retirement 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
Q2 		– Sell
-700
Closed -$20K – 210
2020
Q1 		$20K Buy
+700
New +$29.8K 0.01% 119

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State Street
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Fidelity Investments
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Dodge & Cox
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T. Rowe Price Associates
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Geode Capital Management
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Primecap Management
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New England Investment & Retirement Group's WFC Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 700 shares — an estimated $20K sold.

New England Investment & Retirement Group first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $20K in Q1 2020. 1,750 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 700 Wells Fargo shares in Q2 2020, an estimated $20K.
  • New England Investment & Retirement Group first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's Wells Fargo position peaked at $20K in Q1 2020.
  • 1,750 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.