PWM
WFC icon

Patriot Wealth Management’s Wells Fargo WFC Stock Holding History

Patriot Wealth Management’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
2018
Q1 		– Sell
-3,618
Closed -$220K – 91
2017
Q4 		$220K Buy
+3,618
New +$204K 0.03% 85
2017
Q3 		– Sell
-165,590
Closed -$9.18M – 90
2017
Q2 		$9.18M Buy
165,590
+4,717
+3% +$253K 1.54% 14
2017
Q1 		$8.95M Buy
160,873
+6,997
+5% +$397K 1.43% 15
2016
Q4 		$8.48M Sell
153,876
-2,099
-1% -$106K 1.6% 16
2016
Q3 		$6.91M Sell
155,975
-4,842
-3% -$232K 1.33% 28
2016
Q2 		$7.61M Buy
160,817
+4,165
+3% +$203K 1.5% 19
2016
Q1 		$7.58M Buy
156,652
+2,183
+1% +$107K 1.53% 17
2015
Q4 		$8.4M Buy
154,469
+641
+0.4% +$34.8K 1.74% 17
2015
Q3 		$7.9M Buy
153,828
+4,483
+3% +$247K 1.83% 14
2015
Q2 		$8.4M Buy
149,345
+1,507
+1% +$84K 1.87% 13
2015
Q1 		$8.04M Buy
147,838
+4,551
+3% +$246K 1.79% 14
2014
Q4 		$7.86M Buy
143,287
+2,947
+2% +$156K 1.84% 15
2014
Q3 		$7.28M Buy
140,340
+3,573
+3% +$184K 1.8% 17
2014
Q2 		$7.19M Buy
136,767
+1,432
+1% +$72K 1.82% 14
2014
Q1 		$6.73M Buy
135,335
+3,448
+3% +$161K 1.8% 17
2013
Q4 		$5.99M Sell
131,887
-3,226
-2% -$139K 1.65% 21
2013
Q3 		$5.58M Buy
+135,113
New +$5.77M 1.65% 22
2013
Q2 		– Hold
0
– – – 17

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return