Nicola Wealth Management’s Wells Fargo WFC Stock Holding History

Nicola 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
2019 Q4	–	Sell	-24,689	Closed	-$1.65M	–	103
2019 Q3	$1.65M	Hold	24,689	–	–	0.26%	83
2019 Q2	$1.53M	Hold	24,689	–	–	0.25%	83
2019 Q1	$1.59M	Hold	24,689	–	–	0.24%	93
2018 Q4	$1.55M	Sell	24,689 -65,000	-72%	-$3.33M	0.26%	94
2018 Q3	$5.09M	Buy	89,689 +23,232	+35%	+$1.33M	0.87%	49
2018 Q2	$4.18M	Sell	66,457 -13,000	-16%	-$696K	0.81%	45
2018 Q1	$4.16M	Buy	+79,457	New	+$4.72M	0.84%	51

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Nicola Wealth Management's WFC Position: Q4 2019 in Review

Nicola Wealth Management sold out of Wells Fargo (WFC) in Q4 2019, closing a stake of 24,689 shares — an estimated $1.65M sold.

Nicola Wealth Management first reported a position in WFC in Q1 2018 and held it in 7 quarters. The position peaked at $5.09M in Q3 2018. 2,094 funds tracked by Wall St. Rank hold WFC as of Q4 2019.

Nicola Wealth Management reported no remaining Wells Fargo position as of Q4 2019 after selling out during the quarter.
Nicola Wealth Management sold 24,689 Wells Fargo shares in Q4 2019, an estimated $1.65M.
Nicola Wealth Management first reported a position in Wells Fargo in Q1 2018 and held it in 7 quarters.
Nicola Wealth Management's Wells Fargo position peaked at $5.09M in Q3 2018.
2,094 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2019.

Based on Nicola Wealth Management's 13F filing for Q4 2019, filed 12 Feb 2020.