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Partnervest Advisory Services’s Wells Fargo WFC Stock Holding History

Partnervest Advisory 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
-300,000
Closed -$15K – 284
2019
Q1 		$15K Buy
+300,000
New +$14.8M 0.01% 232

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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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Partnervest Advisory Services's WFC Position: Q3 2020 in Review

Partnervest Advisory Services reduced its Wells Fargo (WFC) stake by 9.7% in Q3 2020, selling an estimated $27.9K and leaving 10,488 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #201.

Partnervest Advisory Services first reported a position in WFC in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.08M in Q4 2016. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

  • Partnervest Advisory Services held 10,488 shares of Wells Fargo worth $247K as of Q3 2020.
  • Partnervest Advisory Services sold 1,132 Wells Fargo shares in Q3 2020, an estimated $27.9K.
  • Wells Fargo made up 0.08% of Partnervest Advisory Services's portfolio in Q3 2020, its #201 holding.
  • Partnervest Advisory Services first reported a position in Wells Fargo in Q2 2013 and has held it in 30 quarters since.
  • Partnervest Advisory Services's Wells Fargo position peaked at $1.08M in Q4 2016.
  • 1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.