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	0.24%	64
2017 Q3	$745K	Buy	13,519 +823	+6%	+$43.7K	0.24%	65
2017 Q2	$704K	Buy	12,696 +584	+5%	+$31.3K	0.22%	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 $5.7T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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 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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return