Pictet North America Advisors’s Wells Fargo WFC Stock Holding History

Pictet North America 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	-13,465	Closed	-$724K	–	164
2019 Q4	$724K	Hold	13,465	–	–	0.09%	99
2019 Q3	$679K	Sell	13,465 -49	-0.4%	-$2.31K	0.09%	98
2019 Q2	$639K	Sell	13,514 -2,281	-14%	-$107K	0.09%	101
2019 Q1	$763K	Sell	15,795 -713	-4%	-$35.1K	0.11%	95
2018 Q4	$761K	Buy	16,508 +3,595	+28%	+$184K	0.07%	99
2018 Q3	$679K	Sell	12,913 -11,818	-48%	-$675K	0.09%	103
2018 Q2	$1.37M	Sell	24,731 -10,692	-30%	-$573K	0.2%	63
2018 Q1	$1.86M	Buy	+35,423	New	+$2.1M	0.28%	60
2016 Q2	–	Sell	-14,370	Closed	-$695K	–	111
2016 Q1	$695K	Buy	+14,370	New	+$704K	0.15%	65
2015 Q4	–	Sell	-7,100	Closed	-$365K	–	103
2015 Q3	$365K	Buy	+7,100	New	+$390K	0.1%	62

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Pictet North America Advisors's WFC Position: Q1 2020 in Review

Pictet North America Advisors sold out of Wells Fargo (WFC) in Q1 2020, closing a stake of 13,465 shares — an estimated $724K sold.

Pictet North America Advisors first reported a position in WFC in Q3 2015 and held it in 10 quarters. The position peaked at $1.86M in Q1 2018. 1,807 funds tracked by Wall St. Rank hold WFC as of Q1 2020.

Pictet North America Advisors reported no remaining Wells Fargo position as of Q1 2020 after selling out during the quarter.
Pictet North America Advisors sold 13,465 Wells Fargo shares in Q1 2020, an estimated $724K.
Pictet North America Advisors first reported a position in Wells Fargo in Q3 2015 and held it in 10 quarters.
Pictet North America Advisors's Wells Fargo position peaked at $1.86M in Q1 2018.
1,807 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2020.

Based on Pictet North America Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.