Price Wealth’s Wells Fargo WFC Stock Holding History

Price Wealth’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 Q3	$107K	Buy	4,549 +104	+2%	+$2.56K	0.03%	96
2020 Q2	$114K	Sell	4,445 -35	-0.8%	-$958	0.03%	81
2020 Q1	$129K	Sell	4,480 -40	-0.9%	-$1.7K	0.05%	80
2019 Q4	$243K	Buy	4,520 +124	+3%	+$6.5K	0.08%	63
2019 Q3	$222K	Hold	4,396	–	–	0.07%	67
2019 Q2	$208K	Hold	4,396	–	–	0.07%	76
2019 Q1	$212K	Hold	4,396	–	–	0.08%	64
2018 Q4	$203K	Hold	4,396	–	–	0.09%	63
2018 Q3	$231K	Sell	4,396 -1,754	-29%	-$100K	0.09%	56
2018 Q2	$341K	Buy	6,150 +1,038	+20%	+$55.6K	0.13%	65
2018 Q1	$267K	Buy	5,112 +3,680	+257%	+$219K	0.16%	59
2017 Q4	$86K	Buy	+1,432	New	+$80.9K	0.06%	38

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Price Wealth's WFC Position: Q3 2020 in Review

Price Wealth increased its Wells Fargo (WFC) stake by 2.3% in Q3 2020, buying an estimated $2.56K and bringing the position to 4,549 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #96.

Price Wealth first reported a position in WFC in Q4 2017 and has held it in 12 quarters since. The position peaked at $341K in Q2 2018. 1,616 funds tracked by Wall St. Rank hold WFC as of Q3 2020.

Price Wealth held 4,549 shares of Wells Fargo worth $107K as of Q3 2020.
Price Wealth bought 104 Wells Fargo shares in Q3 2020, an estimated $2.56K.
Wells Fargo made up 0.03% of Price Wealth's portfolio in Q3 2020, its #96 holding.
Price Wealth first reported a position in Wells Fargo in Q4 2017 and has held it in 12 quarters since.
Price Wealth's Wells Fargo position peaked at $341K in Q2 2018.
1,616 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.