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Northstar Wealth Partners’s Wells Fargo WFC Stock Holding History

Northstar Wealth Partners’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
Q3 		$248K Sell
10,580
-839
-7% -$20.7K 0.12% 127
2020
Q2 		$292K Sell
11,419
-3,890
-25% -$106K 0.12% 142
2020
Q1 		$439K Sell
15,309
-3,650
-19% -$155K 0.22% 95
2019
Q4 		$1.02M Buy
18,959
+2,823
+17% +$148K 0.42% 74
2019
Q3 		$814K Sell
16,136
-638
-4% -$30.1K 0.36% 82
2019
Q2 		$794K Buy
16,774
+1,768
+12% +$82.7K 0.35% 83
2019
Q1 		$725K Hold
15,006
– – 0.33% 85
2018
Q4 		$691K Buy
15,006
+432
+3% +$22.1K 0.36% 80
2018
Q3 		$766K Sell
14,574
-65
-0.4% -$3.71K 0.37% 81
2018
Q2 		$811K Sell
14,639
-161
-1% -$8.63K 0.41% 78
2018
Q1 		$775K Buy
14,800
+6,136
+71% +$364K 0.4% 81
2017
Q4 		$538K Sell
8,664
-846
-9% -$47.8K 0.48% 67
2017
Q3 		$524K Sell
9,510
-3,900
-29% -$207K 0.51% 66
2017
Q2 		$745K Hold
13,410
– – 0.68% 47
2017
Q1 		$737K Buy
+13,410
New +$761K 0.69% 45

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Northstar Wealth Partners's WFC Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Wells Fargo (WFC) stake by 7.3% in Q3 2020, selling an estimated $20.7K and leaving 10,580 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #127.

Northstar Wealth Partners first reported a position in WFC in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.02M in Q4 2019. 1,617 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Northstar Wealth Partners held 10,580 shares of Wells Fargo worth $248K as of Q3 2020.
  • Northstar Wealth Partners sold 839 Wells Fargo shares in Q3 2020, an estimated $20.7K.
  • Wells Fargo made up 0.12% of Northstar Wealth Partners's portfolio in Q3 2020, its #127 holding.
  • Northstar Wealth Partners first reported a position in Wells Fargo in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's Wells Fargo position peaked at $1.02M in Q4 2019.
  • 1,617 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.