Planning Directions’s Wells Fargo WFC Stock Holding History

Planning Directions’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 Q2	–	Sell	-7,928	Closed	-$228K	–	104
2020 Q1	$228K	Buy	+7,928	New	+$337K	0.32%	56

Other funds holding WFC

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Planning Directions's WFC Position: Q2 2020 in Review

Planning Directions sold out of Wells Fargo (WFC) in Q2 2020, closing a stake of 7,928 shares — an estimated $228K sold.

Planning Directions first reported a position in WFC in Q1 2020 and held it in 1 quarter. The position peaked at $228K in Q1 2020. 1,749 funds tracked by Wall St. Rank hold WFC as of Q2 2020.

Planning Directions reported no remaining Wells Fargo position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 7,928 Wells Fargo shares in Q2 2020, an estimated $228K.
Planning Directions first reported a position in Wells Fargo in Q1 2020 and held it in 1 quarter.
Planning Directions's Wells Fargo position peaked at $228K in Q1 2020.
1,749 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.