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Pathway Financial Advisors’s Wells Fargo WFC Stock Holding History

Pathway Financial Advisors’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
Q1 		– Sell
-5,244
Closed -$257K – 126
2019
Q4 		$257K Buy
5,244
+1,000
+24% +$52.4K 0.07% 102
2019
Q3 		$230K Sell
4,244
-75
-2% -$3.53K 0.07% 93
2019
Q2 		$204K Buy
+4,319
New +$202K 0.06% 100
2018
Q3 		– Sell
-2,950
Closed -$164K – 384
2018
Q2 		$164K Sell
2,950
-400
-12% -$21.4K 0.1% 109
2018
Q1 		$176K Hold
3,350
– – 0.1% 96
2017
Q4 		$203K Buy
+3,350
New +$189K 0.12% 90

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pathway Financial Advisors's WFC Position: Q1 2020 in Review

Pathway Financial Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 5,244 shares — an estimated $257K sold.

Pathway Financial Advisors first reported a position in WFC in Q4 2017 and held it in 6 quarters. The position peaked at $257K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Pathway Financial Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Pathway Financial Advisors sold 5,244 Wells Fargo shares in Q1 2020, an estimated $257K.
  • Pathway Financial Advisors first reported a position in Wells Fargo in Q4 2017 and held it in 6 quarters.
  • Pathway Financial Advisors's Wells Fargo position peaked at $257K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Pathway Financial Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.