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Orrstown Financial Services’s Wells Fargo WFC Stock Holding History

Orrstown Financial Services’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
Q2 		– Sell
-515
Closed -$25K – 238
2019
Q1 		$25K Buy
515
+287
+126% +$14.1K 0.04% 156
2018
Q4 		$11K Hold
228
– – 0.02% 165
2018
Q3 		$12K Sell
228
-228
-50% -$13K 0.02% 170
2018
Q2 		$25K Buy
456
+362
+385% +$19.4K 0.03% 178
2018
Q1 		$5K Sell
94
-25
-21% -$1.49K 0.01% 265
2017
Q4 		$7K Sell
119
-71
-37% -$4.01K 0.01% 246
2017
Q3 		$10K Sell
190
-360
-65% -$19.1K 0.01% 232
2017
Q2 		$30K Buy
550
+225
+69% +$12.1K 0.03% 171
2017
Q1 		$18K Sell
325
-76
-19% -$4.31K 0.02% 195
2016
Q4 		$21K Buy
401
+95
+31% +$4.78K 0.02% 170
2016
Q3 		$14K Buy
306
+75
+32% +$3.59K 0.01% 179
2016
Q2 		$11K Buy
231
+150
+185% +$7.31K 0.01% 179
2016
Q1 		$4K Sell
81
-704
-90% -$34.5K ﹤0.01% 175
2015
Q4 		$43K Hold
785
– – 0.05% 115
2015
Q3 		$40K Buy
785
+135
+21% +$7.42K 0.05% 119
2015
Q2 		$37K Hold
650
– – 0.04% 132
2015
Q1 		$35K Sell
650
-700
-52% -$37.8K 0.04% 131
2014
Q4 		$74K Hold
1,350
– – 0.08% 107
2014
Q3 		$70K Hold
1,350
– – 0.08% 114
2014
Q2 		$71K Sell
1,350
-250
-16% -$12.6K 0.08% 102
2014
Q1 		$80K Hold
1,600
– – 0.09% 96
2013
Q4 		$73K Sell
1,600
-400
-20% -$17.3K 0.08% 101
2013
Q3 		$83K Hold
2,000
– – 0.09% 98
2013
Q2 		$83K Buy
+2,000
New +$77.9K 0.12% 84

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Orrstown Financial Services's WFC Position: Q2 2019 in Review

Orrstown Financial Services sold out of Wells Fargo (WFC) in Q2 2019, closing a stake of 515 shares — an estimated $25K sold.

Orrstown Financial Services first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $83K in Q3 2013. 1,954 funds tracked by Wall St. Rank hold WFC as of Q2 2019.

  • Orrstown Financial Services reported no remaining Wells Fargo position as of Q2 2019 after selling out during the quarter.
  • Orrstown Financial Services sold 515 Wells Fargo shares in Q2 2019, an estimated $25K.
  • Orrstown Financial Services first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Orrstown Financial Services's Wells Fargo position peaked at $83K in Q3 2013.
  • 1,954 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2019.

Based on Orrstown Financial Services's 13F filing for Q2 2019, filed 11 Jul 2019.