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Oak Point Wealth Management’s Wells Fargo WFC Stock Holding History

Oak Point 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
2018
Q1 		– Sell
-7,657
Closed -$467K – 256
2017
Q4 		$467K Buy
+7,657
New +$432K 0.46% 63

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Oak Point Wealth Management's WFC Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Wells Fargo (WFC) in Q1 2018, closing a stake of 7,657 shares — an estimated $467K sold.

Oak Point Wealth Management first reported a position in WFC in Q4 2017 and held it in 1 quarter. The position peaked at $467K in Q4 2017. 2,010 funds tracked by Wall St. Rank hold WFC as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Wells Fargo position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 7,657 Wells Fargo shares in Q1 2018, an estimated $467K.
  • Oak Point Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Wells Fargo position peaked at $467K in Q4 2017.
  • 2,010 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.