PagnatoKarp Partners’s Wells Fargo WFC Stock Holding History

PagnatoKarp 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 Q2	–	Sell	-9,011	Closed	-$259K	–	152
2020 Q1	$259K	Buy	9,011 +1,484	+20%	+$63.1K	0.06%	131
2019 Q4	$405K	Sell	7,527 -139	-2%	-$7.28K	0.07%	130
2019 Q3	$387K	Sell	7,666 -391	-5%	-$18.4K	0.08%	129
2019 Q2	$381K	Buy	+8,057	New	+$377K	0.08%	126
2018 Q1	–	Sell	-12,842	Closed	-$779K	–	151
2017 Q4	$779K	Sell	12,842 -677	-5%	-$38.2K	0.23%	64
2017 Q3	$745K	Buy	13,519 +823	+6%	+$43.7K	0.19%	65
2017 Q2	$704K	Buy	12,696 +584	+5%	+$31.3K	0.21%	61
2017 Q1	$674K	Buy	12,112 +376	+3%	+$21.3K	0.19%	60
2016 Q4	$647K	Buy	+11,736	New	+$590K	0.19%	62

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

PagnatoKarp Partners's WFC Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 9,011 shares — an estimated $259K sold.

PagnatoKarp Partners first reported a position in WFC in Q4 2016 and held it in 9 quarters. The position peaked at $779K in Q4 2017. 1,751 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

PagnatoKarp Partners reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 9,011 Wells Fargo shares in Q2 2020, an estimated $259K.
PagnatoKarp Partners first reported a position in Wells Fargo in Q4 2016 and held it in 9 quarters.
PagnatoKarp Partners's Wells Fargo position peaked at $779K in Q4 2017.
1,751 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.