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Planning Solutions Group’s Wells Fargo WFC Stock Holding History

Planning Solutions Group’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
2019
Q1 		– Sell
-5,299
Closed -$244K – 139
2018
Q4 		$244K Buy
+5,299
New +$271K 0.15% 103

Other funds holding WFC

Berkshire Hathaway
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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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Planning Solutions Group's WFC Position: Q1 2019 in Review

Planning Solutions Group sold out of Wells Fargo (WFC) in Q1 2019, closing a stake of 5,299 shares — an estimated $244K sold.

Planning Solutions Group first reported a position in WFC in Q4 2018 and held it in 1 quarter. The position peaked at $244K in Q4 2018. 2,015 funds tracked by Wall St. Rank hold WFC as of Q1 2019.

  • Planning Solutions Group reported no remaining Wells Fargo position as of Q1 2019 after selling out during the quarter.
  • Planning Solutions Group sold 5,299 Wells Fargo shares in Q1 2019, an estimated $244K.
  • Planning Solutions Group first reported a position in Wells Fargo in Q4 2018 and held it in 1 quarter.
  • Planning Solutions Group's Wells Fargo position peaked at $244K in Q4 2018.
  • 2,015 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2019.

Based on Planning Solutions Group's 13F filing for Q1 2019, filed 10 May 2019.