PWM
WFC icon

Paulson Wealth Management’s Wells Fargo WFC Stock Holding History

Paulson 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
2020
Q1 		– Sell
-4,495
Closed -$221K – 99
2019
Q4 		$221K Buy
+4,495
New +$235K 0.16% 91
2018
Q1 		– Sell
-3,008
Closed -$182K – 531
2017
Q4 		$182K Buy
+3,008
New +$170K 0.16% 114

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

Paulson Wealth Management's WFC Position: Q1 2020 in Review

Paulson Wealth Management sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 4,495 shares — an estimated $221K sold.

Paulson Wealth Management first reported a position in WFC in Q4 2017 and held it in 2 quarters. The position peaked at $221K in Q4 2019. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Paulson Wealth Management reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 4,495 Wells Fargo shares in Q1 2020, an estimated $221K.
  • Paulson Wealth Management first reported a position in Wells Fargo in Q4 2017 and held it in 2 quarters.
  • Paulson Wealth Management's Wells Fargo position peaked at $221K in Q4 2019.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.