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Physicians Financial Services’s Wells Fargo WFC Stock Holding History

Physicians Financial 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
2020
Q1 		– Sell
-7,603
Closed -$409K – 118
2019
Q4 		$409K Buy
7,603
+1
+0% +$52 0.22% 86
2019
Q3 		$383K Buy
7,602
+2
+0% +$94 0.22% 85
2019
Q2 		$360K Sell
7,600
-725
-9% -$33.9K 0.21% 90
2019
Q1 		$402K Buy
8,325
+726
+10% +$35.7K 0.25% 86
2018
Q4 		$350K Buy
+7,599
New +$389K 0.25% 86
2018
Q1 		– Sell
-13,196
Closed -$801K – 115
2017
Q4 		$801K Sell
13,196
-200
-1% -$11.3K 0.61% 52
2017
Q3 		$739K Hold
13,396
– – 0.6% 53
2017
Q2 		$742K Sell
13,396
-982
-7% -$52.6K 0.63% 50
2017
Q1 		$800K Buy
14,378
+102
+0.7% +$5.79K 0.69% 50
2016
Q4 		$685K Buy
14,276
+99
+0.7% +$4.98K 0.56% 59
2016
Q3 		$627K Buy
14,177
+1
+0% +$48 0.52% 60
2016
Q2 		$671K Buy
14,176
+445
+3% +$21.7K 0.59% 56
2016
Q1 		$664K Buy
13,731
+60
+0.4% +$2.94K 0.6% 54
2015
Q4 		$743K Buy
+13,671
New +$742K 0.69% 47

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

Physicians Financial Services's WFC Position: Q1 2020 in Review

Physicians Financial Services sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 7,603 shares — an estimated $409K sold.

Physicians Financial Services first reported a position in WFC in Q4 2015 and held it in 14 quarters. The position peaked at $801K in Q4 2017. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

  • Physicians Financial Services reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
  • Physicians Financial Services sold 7,603 Wells Fargo shares in Q1 2020, an estimated $409K.
  • Physicians Financial Services first reported a position in Wells Fargo in Q4 2015 and held it in 14 quarters.
  • Physicians Financial Services's Wells Fargo position peaked at $801K in Q4 2017.
  • 1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Physicians Financial Services's 13F filing for Q1 2020, filed 27 Apr 2020.