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Notis-McConarty Edward’s Wells Fargo WFC Stock Holding History

Notis-McConarty Edward’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
Q1 		– Sell
-5,000
Closed -$269K – 100
2019
Q4 		$269K Hold
5,000
– – 0.12% 92
2019
Q3 		$252K Hold
5,000
– – 0.12% 93
2019
Q2 		$236K Sell
5,000
-2,700
-35% -$126K 0.11% 96
2019
Q1 		$372K Hold
7,700
– – 0.18% 85
2018
Q4 		$355K Buy
+7,700
New +$394K 0.2% 82
2018
Q1 		– Sell
-5,200
Closed -$315K – 88
2017
Q4 		$315K Sell
5,200
-10,100
-66% -$570K 0.18% 81
2017
Q3 		$844K Sell
15,300
-102
-0.7% -$5.42K 0.53% 55
2017
Q2 		$853K Sell
15,402
-3,175
-17% -$170K 0.55% 53
2017
Q1 		$1.03M Sell
18,577
-9,679
-34% -$549K 0.68% 48
2016
Q4 		$1.56M Sell
28,256
-1,570
-5% -$78.9K 1.07% 34
2016
Q3 		$1.32M Buy
29,826
+100
+0.3% +$4.79K 0.9% 39
2016
Q2 		$1.41M Sell
29,726
-500
-2% -$24.4K 0.99% 38
2016
Q1 		$1.46M Sell
30,226
-200
-0.7% -$9.79K 1.04% 38
2015
Q4 		$1.65M Hold
30,426
– – 1.19% 31
2015
Q3 		$1.56M Buy
30,426
+77
+0.3% +$4.23K 1.17% 33
2015
Q2 		$1.71M Buy
30,349
+1,314
+5% +$73.3K 1.15% 33
2015
Q1 		$1.58M Sell
29,035
-400
-1% -$21.6K 1.09% 34
2014
Q4 		$1.61M Hold
29,435
– – 1.1% 33
2014
Q3 		$1.53M Sell
29,435
-3,000
-9% -$154K 1.08% 35
2014
Q2 		$1.7M Hold
32,435
– – 1.13% 33
2014
Q1 		$1.61M Sell
32,435
-100
-0.3% -$4.66K 1.12% 31
2013
Q4 		$1.48M Buy
+32,535
New +$1.41M 1.04% 33

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Notis-McConarty Edward's WFC Position: Q1 2020 in Review

Notis-McConarty Edward sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,000 shares — an estimated $269K sold.

Notis-McConarty Edward first reported a position in WFC in Q4 2013 and held it in 22 quarters. The position peaked at $1.71M in Q2 2015. 1,808 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Notis-McConarty Edward reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Notis-McConarty Edward sold 5,000 Wells Fargo shares in Q1 2020, an estimated $269K.
  • Notis-McConarty Edward first reported a position in Wells Fargo in Q4 2013 and held it in 22 quarters.
  • Notis-McConarty Edward's Wells Fargo position peaked at $1.71M in Q2 2015.
  • 1,808 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Notis-McConarty Edward's 13F filing for Q1 2020, filed 7 May 2020.